Company Profile

As of Date 04/01/2026
ADV Location United States, NY
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 3,167 48%
of those in investment advisory functions 850 -3%
AUM* 658,853,013,093 27%
of that, discretionary 658,853,013,093 27%
Private Fund GAV* 551,087,373,862 26%
Avg Account Size 1,738,398,451 8%
SMA’s Yes
Private Funds 1129 202
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Publication of periodicals or newsletters

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.D(2) Other regulator found violation
11.D(4) Other regulator order (past 10 yrs)
11.D(5) Other regulator denied/suspended/revoked license
11.E(2) SRO found rule violation

Reported AUM

470B 403B 336B 268B 201B 134B 67B
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 Count153 GAV$70,813,818,272
Fund TypePrivate Equity Fund Count805 GAV$437,629,666,229
Fund TypeReal Estate Fund Count63 GAV$12,125,133,476
Fund TypeSecuritized Asset Fund Count26 GAV$23,809,913,650
Fund TypeOther Private Fund Count82 GAV$6,708,842,235

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