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Company Profile

As of Date 04/01/2024
Adviser Type - Large advisory firm
Number of Employees 226 0.44%
of those in investment advisory functions 131 -0.76%
AUM* 9,430,775,986 12.22%
of that, discretionary 5,991,380,305 4.15%
Private Fund GAV* 1,190,107,944 0.13%
Avg Account Size 2,186,086 52.39%
High Net Worth 89.73% 1.57%
SMA’s Yes
Private Funds 22 4
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

Discretionary
Non-discretionary
7B 6B 5B 4B 3B 2B 967M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count22 GAV$1,190,107,944

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