other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/14/2025
Adviser Type - Large advisory firm
Number of Employees 13 -7.14%
of those in investment advisory functions 5 -16.67%
Registration SEC, Approved, 02/16/2006
AUM* 5,003,057,444 29.16%
of that, discretionary 102,148,435 -39.26%
Private Fund GAV* 39,758,033 9.69%
Avg Account Size 45,482,340 33.86%
% High Net Worth 22.22% 114.81%
SMA’s Yes
Private Funds 3
Contact Info 844 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Corporations or other businesses not listed above

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
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

4B 3B 3B 2B 2B 1B 529M
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 Count3 GAV$39,758,033

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser ATALANTA SOSNOFF CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.5b #Funds-
Adviser FUNDAMENTAL ADVISORS LP Hedge Fund4.7b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.7b AUM4.0b #Funds9
Adviser SACHEM HEAD CAPITAL MANAGEMENT LP Hedge Fund4.1b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.1b AUM4.1b #Funds11
Adviser JACKSON SQUARE PARTNERS, LLC Hedge Fund41.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV41.5m AUM995.1m #Funds1
Adviser BRAVE WARRIOR ADVISORS, LLC Hedge Fund239.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV239.7m AUM5.4b #Funds5
Adviser ELEMENTUM ADVISORS, LLC Hedge Fund1.9b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.9b AUM3.7b #Funds26
Adviser CAMBER CAPITAL MANAGEMENT LP Hedge Fund3.7b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.7b AUM3.7b #Funds3
Adviser MFN PARTNERS MANAGEMENT, LP Hedge Fund9.1b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV9.1b AUM9.1b #Funds1
Adviser KGH LTD Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.3b #Funds-
Adviser SENVEST MANAGEMENT, LLC Hedge Fund4.4b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.4b AUM4.4b #Funds7

Brochure Summary