| 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% |
| AUM* | 751,772,879,490 46% |
| of that, discretionary | 736,225,533,116 47% |
| Private Fund GAV* | 297,967,108,455 21% |
| Avg Account Size | 925,828,669 57% |
| SMA’s | Yes |
| Private Funds | 783 30 |
| Websites |
- 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
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| 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 |
| 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 |