| As of Date | 03/30/2026 |
| ADV Location | United States, NY |
| Adviser Type - Large advisory firm | |
| Number of Employees | 159 36% |
| of those in investment advisory functions | 56 40% |
| AUM* | 18,073,782,627 7% |
| of that, discretionary | 18,073,782,627 7% |
| Private Fund GAV* | 65,000,330,715 287% |
| Avg Account Size | 210,160,263 -13% |
| SMA’s | Yes |
| Private Funds | 78 10 |
| Websites |
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- 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 | Count20 | GAV$4,480,551,708 |
| Fund TypePrivate Equity Fund | Count20 | GAV$1,931,878,663 |
| Fund TypeSecuritized Asset Fund | Count35 | GAV$58,552,900,344 |
| Fund TypeOther Private Fund | Count3 | GAV$35,000,000 |