Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 12/14/1971
ADV Location BLOOMINGTON, IL, United States
Contact Info 800 xxxxxxx
AUM* 12,938,660,000 27%
of that, discretionary 12,938,660,000 27%
Number of Employees 7,930 7109%
of those in investment advisory functions 7,930 7109%
Private Fund GAV* 0
Avg Account Size 5,990,120 -100%
% High Net Worth 4.06% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

24B 20B 17B 14B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser AST INVESTMENT SERVICES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM91.5b #Funds-
Adviser JACKSON NATIONAL ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM246.3b #Funds-
Adviser FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM14.3b #Funds-
Adviser BESSEMER INVESTMENT MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.0b Total Private Fund GAV2.0b AUM47.0b #Funds7
Adviser WILMINGTON FUNDS MANAGEMENT CORPORATION Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM16.1b #Funds-
Adviser JOHN HANCOCK VARIABLE TRUST ADVISERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM68.6b #Funds-
Adviser FEDERATED INVESTMENT MANAGEMENT COMPANY Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM590.1b #Funds-
Adviser INNOVATOR CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM30.2b #Funds-
Adviser BLUEROCK FUND ADVISOR, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.5b #Funds-
Adviser DBX ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM29.0b #Funds-