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 55 -6.78%
of those in investment advisory functions 42 -2.33%
Registration SEC, Approved, 02/15/1967
AUM* 10,083,906,150 41.03%
of that, discretionary 9,862,212,182 40.35%
Private Fund GAV* 65,798,057 15.34%
Avg Account Size 491,874 31.08%
% High Net Worth 62.20% 0.33%
SMA’s Yes
Private Funds 3
Contact Info 323 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
- 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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

8B 7B 6B 4B 3B 2B 1B
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$65,798,057

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 TRIAN FUND MANAGEMENT, L.P. Hedge Fund6.5b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV6.5b AUM6.3b #Funds19
Adviser CAMDEN ASSET MANAGEMENT Hedge Fund5.1b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.1b AUM8.8b #Funds14
Adviser RTW INVESTMENTS LP Hedge Fund8.9b Liquidity Fund- Private Equity Fund217.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV9.1b AUM9.8b #Funds9
Adviser MAGNITUDE CAPITAL, LLC Hedge Fund19.8b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV19.8b AUM9.6b #Funds12
Adviser REDWHEEL Hedge Fund2.0b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.0b AUM4.5b #Funds3
Adviser HIGHBRIDGE CAPITAL MANAGEMENT, LLC Hedge Fund10.3b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV10.3b AUM7.5b #Funds16
Adviser KOVITZ INVESTMENT GROUP PARTNERS, LLC Hedge Fund126.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund10.6m Total Private Fund GAV137.4m AUM31.7b #Funds4
Adviser WINTON CAPITAL MANAGEMENT LTD. Hedge Fund4.4b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund175.3m Total Private Fund GAV4.6b AUM10.1b #Funds26
Adviser OASIS INVESTMENT STRATEGIES LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM5.5b #Funds-
Adviser PINNACLE ASSET MANAGEMENT, L.P. Hedge Fund13.0b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund761.2m Total Private Fund GAV13.8b AUM8.8b #Funds25

Brochure Summary