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

Adviser Profile

As of Date 01/22/2025
Adviser Type - Large advisory firm
Number of Employees 13 -7.14%
of those in investment advisory functions 6
Registration SEC, Approved, 02/16/2006
AUM* 3,548,387,419 -8.39%
of that, discretionary 113,357,991 -32.60%
Private Fund GAV* 36,245,942
Avg Account Size 30,328,098 -10.74%
% High Net Worth 22.41% 116.67%
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
- 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$36,245,942

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- AUM4.2b #Funds-
Adviser FUNDAMENTAL ADVISORS LP Hedge Fund4.0b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.0b AUM4.0b #Funds8
Adviser SACHEM HEAD CAPITAL MANAGEMENT LP Hedge Fund3.4b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.4b AUM3.4b #Funds16
Adviser JACKSON SQUARE PARTNERS, LLC Hedge Fund122.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV122.3m AUM3.1b #Funds2
Adviser BRAVE WARRIOR ADVISORS, LLC Hedge Fund227.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV227.5m AUM5.2b #Funds5
Adviser ELEMENTUM ADVISORS, LLC Hedge Fund2.2b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.2b AUM4.1b #Funds25
Adviser CAMBER CAPITAL MANAGEMENT LP Hedge Fund3.5b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.5b AUM3.5b #Funds3
Adviser MFN PARTNERS MANAGEMENT, LP Hedge Fund7.1b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV7.1b AUM7.1b #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 Fund3.6b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.6b AUM3.7b #Funds7

Brochure Summary