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Adviser Profile

As of Date 09/04/2024
Adviser Type - Large advisory firm
Number of Employees 249 6.87%
of those in investment advisory functions 180 9.09%
Registration SEC, Approved, 03/30/2012
AUM* 59,600,923,930 43.60%
of that, discretionary 59,600,923,930 43.60%
Private Fund GAV* 59,888,921,650 0.24%
Avg Account Size 2,292,343,228 21.51%
SMA’s No
Private Funds 27 4
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

Reported AUM

Discretionary
Non-discretionary
50B 43B 36B 28B 21B 14B 7B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count27 GAV$59,888,921,650

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