Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 05/01/2024 |
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 |
|
Number of Employees | 1,504 -26.45% |
of those in investment advisory functions | 568 -24.27% |
AUM* | 325,230,681,009 3.02% |
of that, discretionary | 313,642,666,879 0.35% |
Private Fund GAV* | 70,598,603,346 10.80% |
Avg Account Size | 840,389,357 15.08% |
SMA’s | Yes |
Private Funds | 99 5 |
Websites |
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- 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
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypeHedge Fund | Count5 | GAV$265,888,985 |
Fund TypePrivate Equity Fund | Count10 | GAV$1,242,849,156 |
Fund TypeReal Estate Fund | Count4 | GAV$5,853,483,386 |
Fund TypeSecuritized Asset Fund | Count58 | GAV$20,913,351,759 |
Fund TypeOther Private Fund | Count22 | GAV$42,323,030,060 |