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Adviser Profile

As of Date 03/30/2024
Adviser Type - Large advisory firm
Number of Employees 94 -14.55%
of those in investment advisory functions 39 -7.14%
Registration SEC, Approved, 01/12/2006
AUM* 15,034,356,608 -16.31%
of that, discretionary 15,034,356,608 -16.31%
Private Fund GAV* 14,150,347,093 -20.64%
Avg Account Size 791,281,927 -16.31%
% High Net Worth 5.13% 100.00%
SMA’s Yes
Private Funds 10
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
28B 24B 20B 16B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count7 GAV$13,467,623,205
Fund TypePrivate Equity Fund Count3 GAV$682,723,888

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Brochure Summary