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Company Profile

As of Date 04/01/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- An investment adviser to a company which has elected to be a business development company
- Related adviser
Number of Employees 3,818 -34.51%
of those in investment advisory functions 2,163 -53.23%
AUM* 1,641,305,814,185 5.21%
of that, discretionary 1,615,670,495,424 4.54%
Private Fund GAV* 168,940,371,201 -2.30%
Avg Account Size 14,228,672 -0.26%
High Net Worth 0.09% -88.89%
SMA’s Yes
Private Funds 264 77
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development 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
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

1,839B 1,577B 1,314B 1,051B 788B 526B 263B
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 Count55 GAV$57,555,449,999
Fund TypeLiquidity Fund Count2 GAV$334,933,000
Fund TypePrivate Equity Fund Count52 GAV$7,267,722,665
Fund TypeReal Estate Fund Count14 GAV$11,120,368,748
Fund TypeSecuritized Asset Fund Count92 GAV$34,976,804,718
Fund TypeOther Private Fund Count49 GAV$57,685,092,071

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