| AUM* | 56,293,957,884 8% |
| of that, discretionary | 56,277,988,889 8% |
| Private Fund GAV* | 130,400,263 |
| Avg Account Size | 88,791,732 17% |
| High Net Worth | 0.47% 66% |
| SMA’s | Yes |
| Private Funds | 4 1 |
Number of Employees 136 3%
of those in investment advisory functions 64 -6%
- 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
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count3 | GAV$24,313,263 |
| SEC Fund TypeOther Private Fund | Count1 | GAV$106,087,000 |