Adviser Profile

AUM* 247,426,800,740 16%
of that, discretionary 247,276,858,232 16%
Number of Employees 632 2%
of those in investment advisory functions 152 9%
Private Fund GAV* 0
Avg Account Size 294,906,795 19%
% High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

253B 217B 181B 145B 109B 72B 36B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary