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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 24,988 -0.27%
of those in investment advisory functions 11,173 2.93%

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
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

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

Reported AUM

1,360B 1,165B 971B 777B 583B 388B 194B
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 Count5 GAV$46,025,254
Fund TypeOther Private Fund Count13 GAV$4,652,209,353

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