Company Profile

As of Date 03/31/2026
ADV Location United States, NY
Adviser Type - Large advisory firm
Number of Employees 10,692 23%
of those in investment advisory functions 2,736 18%

Client Types

- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Disclosure Reporting

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
11.H(2) Currently subject to civil proceeding

Reported AUM

445B 381B 318B 254B 191B 127B 64B
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 Count144 GAV$54,609,175,166
Fund TypePrivate Equity Fund Count285 GAV$102,070,566,105
Fund TypeReal Estate Fund Count105 GAV$10,077,949,346
Fund TypeSecuritized Asset Fund Count19 GAV$9,538,111,527
Fund TypeOther Private Fund Count230 GAV$121,671,306,311

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM