| As of Date | 03/31/2026 |
| ADV Location | United States, MA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1,914 11% |
| of those in investment advisory functions | 859 11% |
| AUM* | 199,852,571,757 18% |
| of that, discretionary | 198,284,019,770 17% |
| Private Fund GAV* | 185,465,337,313 16% |
| Avg Account Size | 691,531,390 4% |
| SMA’s | Yes |
| Private Funds | 421 61 |
| Websites |
- Investment companies
- Pooled investment vehicles
- 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(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 | Count141 | GAV$40,875,267,043 |
| Fund TypePrivate Equity Fund | Count129 | GAV$101,028,627,080 |
| Fund TypeReal Estate Fund | Count32 | GAV$9,988,522,000 |
| Fund TypeSecuritized Asset Fund | Count65 | GAV$24,714,255,000 |
| Fund TypeVenture Capital Fund | Count32 | GAV$8,837,256,000 |
| Fund TypeOther Private Fund | Count22 | GAV$21,410,190 |