| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 05/06/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 95 -29.10% |
| of those in investment advisory functions | 30 -33.33% |
| AUM* | 8,959,759,526 -18.12% |
| of that, discretionary | 8,950,924,101 -13.07% |
| Private Fund GAV* | 843,149,261 4.42% |
| Avg Account Size | 68,921,227 -5.62% |
| SMA’s | Yes |
| Private Funds | 14 2 |
| Websites |
- Investment companies
- Pooled investment vehicles
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeVenture Capital Fund | Count14 | GAV$843,149,261 |