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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 1,081 4.95%
of those in investment advisory functions 34 17.24%
Registration SEC, Approved, 07/09/2013
Other registrations (1)
AUM* 2,022,492,978 5.92%
of that, discretionary 2,022,492,978 5.92%
Private Fund GAV* 1,757,712,699 3.53%
Avg Account Size 126,405,811 5.92%
SMA’s No
Private Funds 18 2
Contact Info 972 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

2B 2B 1B 1B 818M 546M 273M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count18 GAV$1,757,712,699

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Brochure Summary