| As of Date | 02/05/2026 |
| ADV Location | Hong Kong / United Kingdom / United States, MA / United States, NY |
| Websites |
| AUM* | 4,307,996,454,202 19% |
| of that, discretionary | 4,157,029,453,405 18% |
| Private Fund GAV* | 122,683,466,554 6% |
| Avg Account Size | 1,897,339 11% |
| High Net Worth | 21.92% 86% |
| SMA’s | Yes |
| Private Funds | 476 68 |
Number of Employees 14,105 5%
of those in investment advisory functions 10,705 7%
- 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
- 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
- Financial planning services
- 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
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count52 | GAV$11,769,810,529 |
| SEC Fund TypeLiquidity Fund | Count1 | GAV$1,877,798,000 |
| SEC Fund TypePrivate Equity Fund | Count142 | GAV$27,162,515,823 |
| SEC Fund TypeReal Estate Fund | Count85 | GAV$8,541,621,225 |
| SEC Fund TypeVenture Capital Fund | Count2 | GAV$ |
| SEC Fund TypeOther Private Fund | Count194 | GAV$73,331,720,977 |