{{ Info.Overview }}

Company Profile

As of Date 03/31/2026
ADV Location United States, CA
Adviser Type - Large advisory firm
Number of Employees 168 -17%
of those in investment advisory functions 32 -6%
AUM* 82,165,771,068 46%
of that, discretionary 82,165,771,068 46%
Private Fund GAV* 140,868,310,506 12%
Avg Account Size 1,369,429,518 58%
SMA’s No
Private Funds 172 20
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

86B 73B 61B 49B 37B 24B 12B
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 Count12 GAV$29,625,806,091
Fund TypePrivate Equity Fund Count80 GAV$58,962,072,382
Fund TypeVenture Capital Fund Count80 GAV$52,280,432,033

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM