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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 199 16.37%
of those in investment advisory functions 115 12.75%
Registration SEC, Approved, 03/30/2012
AUM* 3,100,600,000 -18.85%
of that, discretionary 3,067,000,000 -19.01%
Private Fund GAV* 4,873,200,000 -8.06%
Avg Account Size 67,404,348 -15.32%
% High Net Worth 2.38% 11.90%
SMA’s Yes
Private Funds 40 3
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

4B 4B 3B 2B 2B 1B 584M
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 Count40 GAV$4,873,200,000

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Brochure Summary