| As of Date | 03/30/2026 |
| ADV Location | United States, MA / United States, NY |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company - An investment adviser to a company which has elected to be a business development company - Related adviser |
|
| Number of Employees | 11,414 20% |
| of those in investment advisory functions | 6,537 21% |
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development 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
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| 11.C(1) | SEC/CFTC found false statement |
| 11.C(2) | SEC/CFTC found violation |
| 11.C(4) | SEC/CFTC order in investment-related activity |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count269 | GAV$202,157,850,230 |
| Fund TypePrivate Equity Fund | Count484 | GAV$295,583,372,795 |
| Fund TypeReal Estate Fund | Count170 | GAV$175,321,619,720 |
| Fund TypeSecuritized Asset Fund | Count178 | GAV$52,511,986,936 |
| Fund TypeOther Private Fund | Count98 | GAV$63,323,274,528 |