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Adviser Profile

As of Date 02/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 127 -1.55%
of those in investment advisory functions 44 2.33%
Registration SEC, Approved, 06/02/1988
AUM* 30,011,530,941 21.19%
of that, discretionary 30,011,530,941 21.19%
Private Fund GAV* 27,261,545 31.20%
Avg Account Size 7,874,975 31.94%
% High Net Worth 0.55% -21.16%
SMA’s Yes
Private Funds 1
Contact Info 614 xxxxxxx
Websites

Client Types

- 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
- Corporations or other businesses not listed above

Advisory Activities

- 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

31B 27B 22B 18B 13B 9B 4B
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 Count1 GAV$27,261,545

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