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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 74 -6.33%
of those in investment advisory functions 42 -8.70%
Registration SEC, Approved, 08/06/2011
AUM* 5,716,406,000 -29.50%
of that, discretionary 5,716,406,000 -29.50%
Private Fund GAV* 5,249,750,000 -36.46%
Avg Account Size 211,718,741 -13.83%
SMA’s Yes
Private Funds 15
Contact Info 212 xxxxxxx

Client Types

- Pooled investment vehicles
- Other

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 Count15 GAV$5,249,750,000

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Brochure Summary