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Adviser Profile

As of Date 04/01/2025
Adviser Type - Large advisory firm
Number of Employees 1,385 284.72%
of those in investment advisory functions 945 350.00%
Registration SEC, Approved, 12/07/2011

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

16B 14B 12B 9B 7B 5B 2B
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 Count1 GAV$49,850,809
Fund TypePrivate Equity Fund Count4 GAV$58,880,637
Fund TypeReal Estate Fund Count1 GAV$9,797,341
Fund TypeOther Private Fund Count12 GAV$723,340,396

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Brochure Summary