| As of Date | 03/31/2026 |
| ADV Location | United States, NY |
| Adviser Type - Large advisory firm | |
| Number of Employees | 256 -10% |
| of those in investment advisory functions | 136 -7% |
| AUM* | 79,403,230,339 5% |
| of that, discretionary | 68,435,097,904 -2% |
| Private Fund GAV* | 20,264,714,710 -10% |
| Avg Account Size | 208,955,869 81% |
| SMA’s | Yes |
| Private Funds | 134 3 |
| Websites |
- 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| 11.D(1) | Other regulator found dishonest/unethical |
| 11.D(2) | Other regulator found violation |
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count51 | GAV$5,833,060,960 |
| Fund TypePrivate Equity Fund | Count41 | GAV$1,644,186,856 |
| Fund TypeSecuritized Asset Fund | Count16 | GAV$5,938,464,273 |
| Fund TypeOther Private Fund | Count26 | GAV$6,849,002,621 |