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Company Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,780 -10.60%
of those in investment advisory functions 379 -18.14%
AUM* 169,277,995,207 -28.87%
of that, discretionary 168,972,559,425 47.16%
Private Fund GAV* 20,418,499,193 2.85%
Avg Account Size 2,433,484 49.03%
High Net Worth 0.49% 1547.42%
SMA’s Yes
Private Funds 44 2
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- 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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

215B 185B 154B 123B 92B 62B 31B
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 Count25 GAV$13,552,511,097
Fund TypeLiquidity Fund Count1 GAV$1,711,930,116
Fund TypePrivate Equity Fund Count8 GAV$1,555,873,203
Fund TypeOther Private Fund Count10 GAV$3,598,184,777

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