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Company Profile

As of Date 02/27/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 409 -29.97%
of those in investment advisory functions 125 -32.80%
AUM* 351,782,830,360 -14.29%
of that, discretionary 346,356,286,697 -14.64%
Private Fund GAV* 5,408,459,780 -40.80%
Avg Account Size 88,321,072 -11.80%
High Net Worth 4.07% 38.32%
SMA’s Yes
Private Funds 7 7
Websites

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

387B 332B 277B 221B 166B 111B 55B
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 Count7 GAV$5,408,459,780

Related Companies

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Related Companies Historical AUM