| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 09/01/2025 |
| ADV Location | United States, CA |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 136 2% |
| of those in investment advisory functions | 67 -3% |
| AUM* | 61,442,818,039 12% |
| of that, discretionary | 61,426,915,591 12% |
| Private Fund GAV* | 130,400,263 -21% |
| Avg Account Size | 94,093,136 18% |
| High Net Worth | 1.82% 538% |
| SMA’s | Yes |
| Private Funds | 4 1 |
| Websites |
- 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
- Other
- 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
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$24,313,263 |
| Fund TypeOther Private Fund | Count1 | GAV$106,087,000 |