| As of Date | 01/27/2026 |
| ADV Location | China / Singapore / Switzerland / United Kingdom / United States, CA / United States, DE / United States, NJ / United States, NY |
| Websites |
| AUM* | 6,743,234,343,688 12% |
| of that, discretionary | 6,608,563,817,086 11% |
| Private Fund GAV* | 461,388,776,727 1% |
| Avg Account Size | 128,618,951 8% |
| High Net Worth | 28.63% 3% |
| SMA’s | Yes |
| Private Funds | 752 110 |
Number of Employees 10,400 5%
of those in investment advisory functions 2,021 -20%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count286 | GAV$79,935,439,261 |
| SEC Fund TypeLiquidity Fund | Count11 | GAV$239,984,505,173 |
| SEC Fund TypePrivate Equity Fund | Count309 | GAV$80,686,316,315 |
| SEC Fund TypeReal Estate Fund | Count18 | GAV$7,230,209,813 |
| SEC Fund TypeSecuritized Asset Fund | Count57 | GAV$26,704,719,217 |
| SEC Fund TypeOther Private Fund | Count71 | GAV$26,847,586,948 |