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Adviser Profile

As of Date 03/10/2025
Adviser Type - Large advisory firm
Number of Employees 871 8.74%
of those in investment advisory functions 22 37.50%
Registration Texas, Terminated, 01/11/2002
Other registrations (1)
AUM* 4,055,658,000 -6.32%
of that, discretionary 4,055,658,000 -6.32%
Private Fund GAV* 4,055,659,000 -11.83%
Avg Account Size 270,377,200 -6.32%
SMA’s No
Private Funds 15
Contact Info 972 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

5B 4B 3B 3B 2B 1B 693M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count15 GAV$4,055,659,000

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