Company Profile

AUM* 605,049,772,458 17%
of that, discretionary 589,632,888,424 17%
Private Fund GAV* 211,269,453,799 -14%
Avg Account Size 849,789,006 44%
SMA’s Yes
Private Funds 750 3

Adviser Type

- Large advisory firm

Number of Employees 9,378 7%

of those in investment advisory functions 2,526 9%

Client Types

- 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

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

445B 381B 318B 254B 191B 127B 64B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count147 GAV$30,001,953,516
SEC Fund TypePrivate Equity Fund Count258 GAV$92,729,115,816
SEC Fund TypeReal Estate Fund Count107 GAV$10,378,552,322
SEC Fund TypeSecuritized Asset Fund Count22 GAV$9,736,387,966
SEC Fund TypeOther Private Fund Count216 GAV$68,423,444,179

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM