{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Company Profile

As of Date 04/07/2025
Adviser Type - Large advisory firm
Number of Employees 1,004 -1.95%
of those in investment advisory functions 568 5.97%
AUM* 115,839,828,556 -10.85%
of that, discretionary 115,839,828,556 -10.83%
Private Fund GAV* 13,859,979,136 35.94%
Avg Account Size 2,068,568,367 3.50%
SMA’s Yes
Private Funds 33 14
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 Count25 GAV$10,288,078,944
Fund TypeSecuritized Asset Fund Count8 GAV$3,571,900,192

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