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Adviser Profile

As of Date 02/14/2025
Adviser Type - Large advisory firm
Number of Employees 3,689 -6.18%
of those in investment advisory functions 2,406 6.46%
Registration SEC, Approved, 05/13/1981
AUM* 222,744,598,215 5.36%
of that, discretionary 217,363,811,220 5.07%
Private Fund GAV* 62,263,846,278 -0.20%
Avg Account Size 2,883,537 -2.89%
% High Net Worth 30.58% 4.89%
SMA’s Yes
Private Funds 211 52
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- 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 pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

233B 200B 167B 133B 100B 67B 33B
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$2,257,245,702
Fund TypePrivate Equity Fund Count130 GAV$52,152,640,963
Fund TypeReal Estate Fund Count43 GAV$7,809,704,917
Fund TypeOther Private Fund Count35 GAV$44,254,696

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Brochure Summary