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Company Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 30,432 3.96%
of those in investment advisory functions 13,736 -12.45%
AUM* 2,507,860,785,482 27.36%
of that, discretionary 2,028,843,490,850 27.40%
Private Fund GAV* 66,611,791,644 7.75%
Avg Account Size 978,827 38.98%
High Net Worth 1.36% 41.38%
SMA’s Yes
Private Funds 275 105
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

1,876B 1,608B 1,340B 1,072B 804B 536B 268B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count9 GAV$176,165,230
Fund TypePrivate Equity Fund Count58 GAV$20,564,051,452
Fund TypeSecuritized Asset Fund Count14 GAV$5,191,912,365
Fund TypeVenture Capital Fund Count3 GAV$504,846,153
Fund TypeOther Private Fund Count191 GAV$40,174,816,444

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