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Adviser Profile

As of Date 09/06/2024
Adviser Type - Large advisory firm
Number of Employees 952 11.21%
of those in investment advisory functions 376 21.29%
Registration SEC, Approved, 12/31/2015
AUM* 91,159,029,877 60.08%
of that, discretionary 91,159,029,877 60.08%
Private Fund GAV* 106,339,195,263 -3.53%
Avg Account Size 3,255,679,638 60.08%
SMA’s No
Private Funds 26
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
57B 49B 41B 33B 24B 16B 8B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count26 GAV$106,339,195,263

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Brochure Summary