| AUM* | 1,111,823,242,312 8% |
| of that, discretionary | 1,111,823,242,312 8% |
| Private Fund GAV* | 1,575,954,065 |
| Avg Account Size | 649,050,346 -20% |
| High Net Worth | 70.32% 17% |
| SMA’s | Yes |
| Private Funds | 6 1 |
Number of Employees 1,285 -2%
of those in investment advisory functions 437 2%
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeOther Private Fund | Count6 | GAV$1,575,954,065 |