| As of Date | 03/31/2026 |
| ADV Location | United States, TX |
| Adviser Type - Large advisory firm | |
| Number of Employees | 839 -4% |
| of those in investment advisory functions | 362 -16% |
| AUM* | 5,148,777,472 78% |
| of that, discretionary | 5,148,777,472 78% |
| Private Fund GAV* | 465,337,310,735 3670% |
| Avg Account Size | 514,877,747 -11% |
| SMA’s | No |
| Private Funds | 32 7 |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Commissions
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$2,432,761,566 |
| Fund TypePrivate Equity Fund | Count5 | GAV$3,881,141,503 |
| Fund TypeReal Estate Fund | Count20 | GAV$9,023,407,666 |
| Fund TypeOther Private Fund | Count4 | GAV$450,000,000,000 |