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Adviser Profile

As of Date 02/05/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 4,065 21.38%
of those in investment advisory functions 1,869 18.74%
Registration SEC, Approved, 03/26/1987
AUM* 298,729,428,900 72.26%
of that, discretionary 298,729,428,900 72.26%
Private Fund GAV* 276,574,900 2.00%
Avg Account Size 829,537 25.04%
% High Net Worth 57.19% 32.83%
SMA’s Yes
Private Funds 4 1
Contact Info 800 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
- Other investment advisers
- 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

Compensation Arrangments

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

Reported AUM

209B 179B 149B 119B 90B 60B 30B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$276,574,900

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Brochure Summary