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Company Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 5,314 8.03%
of those in investment advisory functions 1,023
AUM* 2,483,364,576,715 29.53%
of that, discretionary 2,482,974,117,582 29.57%
Private Fund GAV* 2,463,276,221 -89.81%
Avg Account Size 150,680,455 -32.53%
High Net Worth 3.82% -39.05%
SMA’s Yes
Private Funds 9 82
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 Count3 GAV$39,146,007
Fund TypePrivate Equity Fund Count4 GAV$2,272,192
Fund TypeOther Private Fund Count2 GAV$2,421,858,022

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