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Company Profile

As of Date 03/14/2025
Adviser Type - Large advisory firm
Number of Employees 66 -2.94%
of those in investment advisory functions 16 6.67%
AUM* 8,585,057,699 6.61%
of that, discretionary 8,317,981,341 3.29%
Private Fund GAV* 5,710,982,932 8.52%
Avg Account Size 122,643,681 3.56%
SMA’s No
Private Funds 39 1
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

11B 10B 8B 7B 5B 3B 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 Count39 GAV$5,710,982,932

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