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Company Profile

As of Date 10/14/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 2,664 -2.95%
of those in investment advisory functions 1,393 -0.64%
AUM* 388,234,174,956 4.08%
of that, discretionary 384,620,027,799 3.92%
Private Fund GAV* 27,232,579,265 0.00%
Avg Account Size 3,133,751 -35.50%
High Net Worth 2.47% -13.51%
SMA’s Yes
Private Funds 59 6
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
- Corporations or other businesses not listed above

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
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

370B 317B 264B 212B 159B 106B 53B
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 Count8 GAV$9,138,576,241
Fund TypePrivate Equity Fund Count6 GAV$118,081,112
Fund TypeSecuritized Asset Fund Count45 GAV$17,975,921,912

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