| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 10/03/2025 |
| ADV Location | United States, CA |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 993 10% |
| of those in investment advisory functions | 391 21% |
| AUM* | 917,773,311,697 23% |
| of that, discretionary | 871,100,992,848 23% |
| Private Fund GAV* | 5,092,381,345 1% |
| Avg Account Size | 5,111,462 15% |
| High Net Worth | 0.43% -87% |
| SMA’s | Yes |
| Private Funds | 141 76 |
| Websites |
- 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
- 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
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count25 | GAV$507,837,252 |
| Fund TypeLiquidity Fund | Count1 | GAV$347,938,946 |
| Fund TypePrivate Equity Fund | Count71 | GAV$1,913,184,097 |
| Fund TypeReal Estate Fund | Count8 | GAV$387,277,964 |
| Fund TypeSecuritized Asset Fund | Count6 | GAV$1,556,978,297 |
| Fund TypeVenture Capital Fund | Count24 | GAV$230,585,205 |
| Fund TypeOther Private Fund | Count6 | GAV$148,579,584 |