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Company Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 71 -40.34%
of those in investment advisory functions 34 -52.78%
AUM* 6,792,089,903 1.82%
of that, discretionary 6,677,814,369 1.47%
Private Fund GAV* 8,671,299,254 -5.03%
Avg Account Size 113,201,498 13.53%
SMA’s No
Private Funds 59 6
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

7B 6B 5B 4B 3B 2B 933M
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 Count59 GAV$8,671,299,254

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