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Company Profile

As of Date 03/05/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 5,560 -3.00%
of those in investment advisory functions 1,562 2.02%
AUM* 1,612,510,359,623 7.30%
of that, discretionary 1,374,204,259,416 1.97%
Private Fund GAV* 521,074,596,322 -0.64%
Avg Account Size 33,244,894 0.40%
High Net Worth 1.41% -20.72%
SMA’s Yes
Private Funds 143 22
Websites

Client Types

- 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

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
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1,432B 1,227B 1,023B 818B 614B 409B 205B
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 Count23 GAV$10,857,237,744
Fund TypeLiquidity Fund Count4 GAV$22,295,761,975
Fund TypePrivate Equity Fund Count39 GAV$4,075,385,867
Fund TypeReal Estate Fund Count15 GAV$450,354,535,436
Fund TypeSecuritized Asset Fund Count33 GAV$15,236,818,046
Fund TypeVenture Capital Fund Count3 GAV$20,349,301
Fund TypeOther Private Fund Count26 GAV$18,234,507,953

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