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Adviser Profile

As of Date 02/28/2025
Adviser Type - Large advisory firm
Number of Employees 175 34.62%
of those in investment advisory functions 78 122.86%
Registration SEC, Approved, 09/06/2002
AUM* 39,641,140,653 36.78%
of that, discretionary 35,081,683,336 41.38%
Private Fund GAV* 14,289,520,732 4.55%
Avg Account Size 63,223,510 -9.25%
% High Net Worth 81.12% 100.00%
SMA’s Yes
Private Funds 96 46
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- 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)
- Performance-based fees

Reported AUM

27B 23B 19B 15B 12B 8B 4B
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 Count8 GAV$3,801,183,569
Fund TypePrivate Equity Fund Count76 GAV$8,815,069,537
Fund TypeReal Estate Fund Count1 GAV$
Fund TypeOther Private Fund Count11 GAV$1,673,267,626

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Brochure Summary