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Adviser Profile

As of Date 05/02/2024
Adviser Type - Large advisory firm
Number of Employees 49 36.11%
of those in investment advisory functions 23 15.00%
Registration SEC, Approved, 02/27/2012
AUM* 16,132,238,634 20.45%
of that, discretionary 15,791,247,564 20.87%
Private Fund GAV* 10,275,246,124
Avg Account Size 384,100,920 17.58%
SMA’s Yes
Private Funds 21 11
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies
- 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

15B 13B 11B 8B 6B 4B 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 Count4 GAV$1,301,806,520
Fund TypePrivate Equity Fund Count16 GAV$8,964,487,567
Fund TypeReal Estate Fund Count1 GAV$8,952,037

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Brochure Summary