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Adviser Profile

AUM* 10,061,148,450 12%
of that, discretionary 8,334,248,113 25%
Number of Employees 347 -13%
of those in investment advisory functions 137 -9%
Private Fund GAV* 0
Avg Account Size 233,980,197 1%
SMA’s Yes
Private Funds 0 1

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 960M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary