Company Profile

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

Client Types

- 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

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

119B 102B 85B 68B 51B 34B 17B
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 Count36 GAV$4,040,877,694
Fund TypeOther Private Fund Count40 GAV$20,252,267,296

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