| As of Date | 03/31/2026 |
| ADV Location | United States, MA |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 411 4% |
| of those in investment advisory functions | 135 -4% |
| AUM* | 183,867,954,749 73% |
| of that, discretionary | 181,590,862,024 72% |
| Private Fund GAV* | 24,293,144,990 30% |
| Avg Account Size | 495,600,956 44% |
| SMA’s | Yes |
| Private Funds | 76 17 |
| Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count36 | GAV$4,040,877,694 |
| Fund TypeOther Private Fund | Count40 | GAV$20,252,267,296 |