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Adviser Profile

As of Date 07/31/2024
Adviser Type - Large advisory firm
Number of Employees 856 7.94%
of those in investment advisory functions 389 2.10%
Registration SEC, Approved, 04/10/2008
AUM* 78,679,705,000 13.25%
of that, discretionary 78,679,705,000 13.25%
Private Fund GAV* 78,679,705,000 12.80%
Avg Account Size 3,026,142,500 13.25%
SMA’s No
Private Funds 27
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
69B 60B 50B 40B 30B 20B 10B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count27 GAV$78,679,705,000

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Brochure Summary