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Company Profile

As of Date 01/30/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 5,088 3.44%
of those in investment advisory functions 1,009 -1.37%
AUM* 2,255,961,442,006 17.67%
of that, discretionary 2,255,243,496,380 17.69%
Private Fund GAV* 19,469,889,637 -19.33%
Avg Account Size 176,952,031 -20.77%
High Net Worth 4.29% -31.51%
SMA’s Yes
Private Funds 76 15
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
- Other investment advisers
- 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
- Performance-based fees

Reported AUM

2,525B 2,164B 1,803B 1,443B 1,082B 721B 361B
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 Count27 GAV$2,085,699,038
Fund TypePrivate Equity Fund Count4 GAV$2,710,027
Fund TypeOther Private Fund Count45 GAV$17,381,480,572

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