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Company Profile

As of Date 02/03/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 30,559 4.40%
of those in investment advisory functions 13,694 -12.72%
AUM* 2,175,042,507,400 10.46%
of that, discretionary 1,756,712,316,846 10.31%
Private Fund GAV* 62,159,654,512 0.55%
Avg Account Size 893,952 26.93%
High Net Worth 1.15% 19.50%
SMA’s Yes
Private Funds 262 92
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 Count18 GAV$2,662,685,121
Fund TypePrivate Equity Fund Count64 GAV$20,685,309,504
Fund TypeSecuritized Asset Fund Count14 GAV$5,728,756,921
Fund TypeVenture Capital Fund Count6 GAV$593,013,435
Fund TypeOther Private Fund Count160 GAV$32,489,889,531

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