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Company Profile

As of Date 03/04/2025
Adviser Type - Large advisory firm
Number of Employees 4,089 1.92%
of those in investment advisory functions 2,456 -1.96%
AUM* 483,811,547,098 22.51%
of that, discretionary 449,730,573,878 24.77%
Private Fund GAV* 8,195,157,844 0.09%
Avg Account Size 6,528,113 26.68%
High Net Worth 3.02% 30.97%
SMA’s Yes
Private Funds 26 12
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- 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
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

423B 363B 302B 242B 181B 121B 60B
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 Count21 GAV$8,081,924,648
Fund TypeOther Private Fund Count5 GAV$113,233,196

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