other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 16 23.08%
of those in investment advisory functions 5 -28.57%
Registration SEC, Approved, 08/01/1990
AUM* 5,507,349,576 -11.79%
of that, discretionary 3,246,047,327 -17.40%
Private Fund GAV* 4,082,243 -98.60%
Avg Account Size 20,247,609 12.53%
SMA’s Yes
Private Funds 1 1
Contact Info (91 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 937M
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 Count1 GAV$4,082,243

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund10.1b Total Private Fund GAV10.1b AUM8.4b #Funds33
Adviser HAMLIN CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund423.3m Total Private Fund GAV423.3m AUM8.3b #Funds2
Adviser MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.2b Total Private Fund GAV2.2b AUM5.6b #Funds4
Adviser U.S. CAPITAL WEALTH ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund20.9m Total Private Fund GAV20.9m AUM7.3b #Funds1
Adviser GLOBAL ALPHA CAPITAL MANAGEMENT LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.1b Total Private Fund GAV1.1b AUM6.0b #Funds1
Adviser CLARKSTON CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.1b Total Private Fund GAV1.1b AUM6.8b #Funds4
Adviser MORRISON US, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM25.7b #Funds-
Adviser APTITUDE INVESTMENT MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM6.1b #Funds-
Adviser CITY OF LONDON INVESTMENT MANAGEMENT COMPANY LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund3.6b Total Private Fund GAV3.6b AUM6.3b #Funds19
Adviser PINNACLE ASSOCIATES, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund137.7m Total Private Fund GAV137.7m AUM9.9b #Funds4

Brochure Summary