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Company Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 223 -0.89%
of those in investment advisory functions 118 -10.61%
AUM* 10,045,884,926 19.54%
of that, discretionary 6,747,228,278 17.29%
Private Fund GAV* 958,241,261 -26.27%
Avg Account Size 2,198,224 53.24%
High Net Worth 90.68% 2.64%
SMA’s Yes
Private Funds 27 9
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
- State or municipal government entities
- Insurance companies
- 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

Compensation Arrangments

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

Recent News

Reported AUM

7B 6B 5B 4B 3B 2B 967M
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 Count27 GAV$958,241,261

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