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Adviser Profile

As of Date 07/03/2024
Adviser Type - Large advisory firm
Number of Employees 205 14.53%
of those in investment advisory functions 112 -1.75%
Registration SEC, Approved, 5/12/2005
AUM* 34,741,173,981 9.24%
of that, discretionary 34,741,173,981 9.24%
Private Fund GAV* 34,741,173,981 9.15%
Avg Account Size 457,120,710 2.05%
SMA’s No
Private Funds 76 5
Contact Info 617 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

Recent News

Reported AUM

Discretionary
Non-discretionary
35B 30B 25B 20B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count76 GAV$34,741,173,981

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