| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 08/28/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 255 -18.53% |
| of those in investment advisory functions | 66 -78.91% |
| AUM* | 9,784,788,736 -50.58% |
| of that, discretionary | 9,567,326,956 -50.78% |
| Private Fund GAV* | 3,572,444,366 -74.14% |
| Avg Account Size | 652,319,249 -42.95% |
| SMA’s | Yes |
| Private Funds | 51 32 |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count10 | GAV$2,226,809,534 |
| Fund TypeReal Estate Fund | Count8 | GAV$1,345,634,832 |
| Fund TypeOther Private Fund | Count33 | GAV$ |