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Company Profile

As of Date 11/27/2024
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 4,565 10.43%
of those in investment advisory functions 829 -2.70%

Client Types

- High net worth individuals
- Investment 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

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
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

701B 601B 501B 401B 300B 200B 100B
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 Count46 GAV$3,983,904,624
Fund TypePrivate Equity Fund Count9 GAV$293,311,275
Fund TypeReal Estate Fund Count13 GAV$1,346,336,705
Fund TypeOther Private Fund Count19 GAV$3,341,577,832

Related Companies

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Related Companies Historical AUM