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Company Profile

As of Date 09/11/2024
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Pension consultant
Number of Employees 13,474 5.46%
of those in investment advisory functions 10,010 7.31%
AUM* 3,622,041,373,643 22.44%
of that, discretionary 3,485,489,167,699 22.62%
Private Fund GAV* 104,249,837,996 -24.05%
Avg Account Size 1,749,523 17.43%
High Net Worth 11.76% -29.20%
SMA’s Yes
Private Funds 312 17
Websites

Client Types

- 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

Advisory Activities

- 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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
3,262B 2,796B 2,330B 1,864B 1,398B 932B 466B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count32 GAV$8,965,572,830
Fund TypeLiquidity Fund Count1 GAV$1,841,239,000
Fund TypePrivate Equity Fund Count73 GAV$15,449,711,141
Fund TypeReal Estate Fund Count52 GAV$9,136,460,196
Fund TypeOther Private Fund Count154 GAV$68,856,854,829

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