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Company Profile

As of Date 02/03/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 3,154 6.37%
of those in investment advisory functions 1,490 2.90%
AUM* 478,195,238,143 9.27%
of that, discretionary 470,766,938,220 9.21%
Private Fund GAV* 38,396,228,960 -44.22%
Avg Account Size 11,101,199 7.12%
High Net Worth 31.74% 7.45%
SMA’s Yes
Private Funds 205 6
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
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- 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
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

463B 397B 331B 265B 198B 132B 66B
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 Count91 GAV$9,053,234,432
Fund TypePrivate Equity Fund Count52 GAV$8,444,481,864
Fund TypeSecuritized Asset Fund Count50 GAV$20,387,766,036
Fund TypeOther Private Fund Count12 GAV$510,746,628

Related Companies

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