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Company Profile

As of Date 10/23/2024
Adviser Type - Large advisory firm
Number of Employees 943 -7.91%
of those in investment advisory functions 537 0.19%
AUM* 143,392,065,873 10.35%
of that, discretionary 143,392,065,873 10.38%
Private Fund GAV* 14,196,978,050 39.97%
Avg Account Size 1,770,272,418 -11.42%
SMA’s Yes
Private Funds 45 26
Websites

Client Types

- Pooled investment vehicles
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

412B 353B 294B 235B 176B 118B 59B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count37 GAV$10,699,548,327
Fund TypeSecuritized Asset Fund Count8 GAV$3,497,429,723

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