| As of Date | 03/31/2026 |
| ADV Location | United States, NY |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1,130 20% |
| of those in investment advisory functions | 656 22% |
| AUM* | 124,934,466,205 -13% |
| of that, discretionary | 124,934,466,205 -13% |
| Private Fund GAV* | 10,861,988,308 9% |
| Avg Account Size | 200,215,491 -89% |
| SMA’s | Yes |
| Private Funds | 33 12 |
| Websites |
- Pooled investment vehicles
- Other investment advisers
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count25 | GAV$7,390,568,602 |
| Fund TypeSecuritized Asset Fund | Count8 | GAV$3,471,419,706 |