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Company Profile

As of Date 04/04/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 396 -9.59%
of those in investment advisory functions 117 -13.33%
AUM* 379,812,430,369 3.44%
of that, discretionary 373,374,266,927 3.00%
Private Fund GAV* 5,108,397,124 -44.09%
Avg Account Size 96,472,550 4.96%
High Net Worth 4.88% 61.59%
SMA’s Yes
Private Funds 6 1
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 Count6 GAV$5,108,397,124

Related Companies

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