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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 97 1.04%
of those in investment advisory functions 48 2.13%
Registration SEC, Approved, 06/22/2009
AUM* 9,657,372,124 19.10%
of that, discretionary 9,657,372,124 19.10%
Private Fund GAV* 9,116,361,125
Avg Account Size 419,885,745 13.92%
SMA’s Yes
Private Funds 22 14
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

8B 7B 6B 5B 3B 2B 1B
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 Count22 GAV$9,116,361,125

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Brochure Summary