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Company Profile

As of Date 04/01/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,841 -57.41%
of those in investment advisory functions 445 -53.06%
AUM* 263,377,655,727 -10.24%
of that, discretionary 259,827,985,747 -10.22%
Private Fund GAV* 10,598,468,369 -34.65%
Avg Account Size 227,835,342 -1.75%
High Net Worth 14.21% -23.39%
SMA’s Yes
Private Funds 86 4
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

356B 306B 255B 204B 153B 102B 51B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$272,678,970
Fund TypePrivate Equity Fund Count53 GAV$4,691,197,939
Fund TypeReal Estate Fund Count2 GAV$1,343,838,575
Fund TypeVenture Capital Fund Count3 GAV$329,255,455
Fund TypeOther Private Fund Count24 GAV$3,961,497,430

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