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Adviser Profile

As of Date 06/24/2024
Adviser Type - Large advisory firm
Number of Employees 132 -1.49%
of those in investment advisory functions 65
Registration SEC, Approved, 08/16/2010
AUM* 20,803,317,372 -0.34%
of that, discretionary 20,144,585,723 -0.56%
Private Fund GAV* 12,473,691,989 -1.97%
Avg Account Size 281,125,910 -1.69%
SMA’s Yes
Private Funds 70 6
Contact Info 202 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

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

Discretionary
Non-discretionary
21B 18B 15B 12B 9B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count70 GAV$12,473,691,989

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Brochure Summary