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Adviser Profile

As of Date 01/16/2025
Adviser Type - Large advisory firm
Number of Employees 2,812 1.01%
of those in investment advisory functions 1,126 4.94%
Registration SEC, Approved, 02/09/1955
AUM* 27,451,266,086 21.19%
of that, discretionary 10,628,023,155 25.92%
Private Fund GAV* 13,883,315
Avg Account Size 795,850 13.60%
% High Net Worth 2.28% 29.44%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

17B 14B 12B 10B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$13,883,315

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Brochure Summary