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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 40 -44.44%
of those in investment advisory functions 20 -33.33%
Registration SEC, Approved, 01/27/2006
AUM* 6,512,745,655 -24.54%
of that, discretionary 6,464,969,889 -25.10%
Private Fund GAV* 3,226,900,873 -0.21%
Avg Account Size 141,581,427 826.79%
% High Net Worth 0.68% 100.00%
SMA’s Yes
Private Funds 35 4
Contact Info 703 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

13B 12B 10B 8B 6B 4B 2B
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$194,976,017
Fund TypePrivate Equity Fund Count14 GAV$566,833,865
Fund TypeReal Estate Fund Count2 GAV$506,868,902
Fund TypeSecuritized Asset Fund Count7 GAV$1,576,225,740
Fund TypeOther Private Fund Count4 GAV$381,996,349

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Brochure Summary