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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 63 18.87%
of those in investment advisory functions 42 13.51%
Registration SEC, Approved, 03/20/2012
AUM* 9,686,248,453 31.32%
of that, discretionary 9,686,248,453 31.32%
Private Fund GAV* 9,686,248,453 25.52%
Avg Account Size 322,874,948 5.06%
SMA’s No
Private Funds 36 12
Contact Info 212 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

8B 7B 5B 4B 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 TypePrivate Equity Fund Count36 GAV$9,686,248,453

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Brochure Summary