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Adviser Profile

As of Date 01/21/2025
Adviser Type - Large advisory firm
Number of Employees 494 3.35%
of those in investment advisory functions 206 -12.71%
Registration SEC, Approved, 06/02/1977
AUM* 19,332,677,961 16.55%
of that, discretionary 18,715,032,082 17.02%
Private Fund GAV* 658,154,506
Avg Account Size 925,983 13.38%
% High Net Worth 23.06% 12.17%
SMA’s Yes
Private Funds 3
Contact Info 804 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- 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
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

19B 16B 14B 11B 8B 5B 3B
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 Count3 GAV$658,154,506

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Brochure Summary