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Company Profile

As of Date 02/14/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,312 -16.75%
of those in investment advisory functions 688 -10.77%
AUM* 401,783,767,331 -7.77%
of that, discretionary 390,987,143,386 -8.02%
Private Fund GAV* 11,576,199,923 4.54%
Avg Account Size 30,679,884 2.44%
High Net Worth 9.39% -60.18%
SMA’s Yes
Private Funds 31 4
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

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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

447B 383B 319B 255B 192B 128B 64B
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 Count12 GAV$8,775,123,782
Fund TypePrivate Equity Fund Count17 GAV$2,719,415,352
Fund TypeReal Estate Fund Count2 GAV$81,660,789

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