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Company Profile

As of Date 05/10/2024
Adviser Type - Large advisory firm
Number of Employees 76 -36.13%
of those in investment advisory functions 45 -37.50%
AUM* 6,925,555,701 3.82%
of that, discretionary 6,809,961,184 3.48%
Private Fund GAV* 9,000,350,389 -1.43%
Avg Account Size 113,533,700 13.86%
SMA’s No
Private Funds 60 5
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 Count60 GAV$9,000,350,389

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