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Adviser Profile

As of Date 02/07/2025
Adviser Type - Large advisory firm
Number of Employees 159 16.91%
of those in investment advisory functions 89 14.10%
Registration SEC, Approved, 03/08/2012
AUM* 17,652,151,969 16.15%
of that, discretionary 17,652,151,969 16.15%
Private Fund GAV* 17,652,151,969
Avg Account Size 375,577,701 11.21%
SMA’s No
Private Funds 78 33
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

15B 13B 11B 9B 7B 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 TypePrivate Equity Fund Count29 GAV$11,903,650,445
Fund TypeOther Private Fund Count49 GAV$5,748,501,524

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Brochure Summary