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Adviser Profile

As of Date 01/30/2025
Adviser Type - Large advisory firm
Number of Employees 284 7.58%
of those in investment advisory functions 254 9.01%
Registration SEC, Approved, 09/30/2011
AUM* 20,250,637,510 -2.67%
of that, discretionary 20,250,637,510 -2.67%
Private Fund GAV* 20,138,832,481 -2.87%
Avg Account Size 1,840,967,046 6.18%
SMA’s No
Private Funds 3
Contact Info 312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

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 TypeOther Private Fund Count3 GAV$20,138,832,481

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Brochure Summary