Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 07/25/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 286 |
of those in investment advisory functions | 146 |
AUM* | 75,980,281,986 13.80% |
of that, discretionary | 69,542,492,378 15.47% |
Private Fund GAV* | 22,226,974,321 6.47% |
Avg Account Size | 126,213,093 19.46% |
SMA’s | Yes |
Private Funds | 93 9 |
Websites |
- 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypeHedge Fund | Count20 | GAV$6,513,696,799 |
Fund TypePrivate Equity Fund | Count30 | GAV$969,415,618 |
Fund TypeSecuritized Asset Fund | Count20 | GAV$7,971,811,893 |
Fund TypeOther Private Fund | Count23 | GAV$6,772,050,011 |