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Company Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,509 -23.90%
of those in investment advisory functions 116 -12.12%
AUM* 165,862,882,381 21.71%
of that, discretionary 165,862,882,381 21.71%
Private Fund GAV* 328,003,399 -49.20%
Avg Account Size 245,359,293 22.61%
SMA’s Yes
Private Funds 10
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- 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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

167B 143B 119B 95B 71B 48B 24B
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 Count2 GAV$95,485,026
Fund TypeOther Private Fund Count8 GAV$232,518,373

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