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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 -1.74%
Avg Account Size 281,125,910 -1.69%
SMA’s Yes
Private Funds 72 8
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count72 GAV$12,473,691,989

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Brochure Summary