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Company Profile

As of Date 02/10/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 2,030 -53.04%
of those in investment advisory functions 483 -49.05%
AUM* 274,771,901,724 -6.36%
of that, discretionary 270,234,723,823 -6.62%
Private Fund GAV* 14,444,526,087 -10.94%
Avg Account Size 238,724,502 2.95%
High Net Worth 14.47% -21.98%
SMA’s Yes
Private Funds 100 18
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- 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 Count2 GAV$186,570,329
Fund TypePrivate Equity Fund Count43 GAV$3,115,459,629
Fund TypeReal Estate Fund Count2 GAV$1,451,356,619
Fund TypeVenture Capital Fund Count25 GAV$4,455,489,038
Fund TypeOther Private Fund Count28 GAV$5,235,650,472

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