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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 133 25.47%
of those in investment advisory functions 118 24.21%
Registration SEC, Approved, 12/07/2001
AUM* 9,291,804,196 36.95%
of that, discretionary 8,118,013,742 33.05%
Private Fund GAV* 7,143,453,123 34.33%
Avg Account Size 714,754,169 36.95%
SMA’s Yes
Private Funds 10 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

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

6B 5B 4B 3B 3B 2B 872M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count10 GAV$7,143,453,123

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Brochure Summary