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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 66 34.69%
of those in investment advisory functions 33 26.92%
Registration SEC, Approved, 01/31/2008
AUM* 9,178,967,958 35.40%
of that, discretionary 8,501,885,340 30.41%
Private Fund GAV* 4,194,912,018 86.49%
Avg Account Size 483,103,577 -21.61%
SMA’s Yes
Private Funds 8 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Business development companies
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 931M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count8 GAV$4,194,912,018

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Brochure Summary