| As of Date | 03/31/2026 |
| ADV Location | United States, MD |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 5,096 -1% |
| of those in investment advisory functions | 1,041 3% |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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 | Count1 | GAV$ |
| Fund TypePrivate Equity Fund | Count4 | GAV$2,698,196 |
| Fund TypeVenture Capital Fund | Count1 | GAV$11,496,613 |
| Fund TypeOther Private Fund | Count7 | GAV$2,702,890,233 |