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Company Profile

As of Date 02/28/2025
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* 22,430,741,665 -6.25%
Avg Account Size 126,213,093 19.46%
SMA’s Yes
Private Funds 141 57
Websites

Client Types

- 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

Advisory Activities

- 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

Compensation Arrangments

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

Reported AUM

62B 53B 44B 35B 26B 18B 9B
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 Count46 GAV$6,717,464,143
Fund TypePrivate Equity Fund Count47 GAV$969,415,618
Fund TypeSecuritized Asset Fund Count20 GAV$7,971,811,893
Fund TypeOther Private Fund Count28 GAV$6,772,050,011

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