| As of Date | 01/21/2026 |
| ADV Location | United States, MA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1,827 6% |
| of those in investment advisory functions | 831 8% |
| AUM* | 167,450,318,777 -1% |
| of that, discretionary | 167,178,723,790 -1% |
| Private Fund GAV* | 161,589,793,042 2% |
| Avg Account Size | 611,132,550 -8% |
| SMA’s | Yes |
| Private Funds | 408 48 |
| 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
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count159 | GAV$43,971,172,963 |
| Fund TypePrivate Equity Fund | Count107 | GAV$75,031,093,963 |
| Fund TypeReal Estate Fund | Count28 | GAV$9,025,925,000 |
| Fund TypeSecuritized Asset Fund | Count63 | GAV$25,249,662,000 |
| Fund TypeVenture Capital Fund | Count30 | GAV$8,290,795,000 |
| Fund TypeOther Private Fund | Count21 | GAV$21,144,116 |