| As of Date | 10/22/2025 |
| ADV Location | United States, NY |
| Adviser Type - Large advisory firm | |
| Number of Employees | 9,378 17% |
| of those in investment advisory functions | 2,526 -57% |
| AUM* | 605,049,772,458 38% |
| of that, discretionary | 589,632,888,424 37% |
| Private Fund GAV* | 214,370,215,919 -1% |
| Avg Account Size | 849,789,006 50% |
| SMA’s | Yes |
| Private Funds | 714 37 |
| Websites |
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count120 | GAV$33,102,715,636 |
| Fund TypePrivate Equity Fund | Count251 | GAV$92,729,115,816 |
| Fund TypeReal Estate Fund | Count107 | GAV$10,378,552,322 |
| Fund TypeSecuritized Asset Fund | Count22 | GAV$9,736,387,966 |
| Fund TypeOther Private Fund | Count214 | GAV$68,423,444,179 |