| AUM* | 551,329,570,366 -5% |
| of that, discretionary | 544,000,430,544 -5% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 287,001,338 14% |
| SMA’s | Yes |
| Private Funds | 1 1 |
Number of Employees 1,014 0%
of those in investment advisory functions 343 -1%
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeOther Private Fund | Count1 | GAV$ |