| As of Date | 01/22/2026 |
| ADV Location | United States, GA |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 5,102 -7% |
| of those in investment advisory functions | 1,356 -12% |
| AUM* | 2,033,592,027,681 27% |
| of that, discretionary | 2,018,796,384,007 48% |
| Private Fund GAV* | 105,276,181,550 -2% |
| Avg Account Size | 26,663,415 -5% |
| High Net Worth | 0.63% -55% |
| SMA’s | Yes |
| Private Funds | 145 7 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count31 | GAV$21,567,944,229 |
| Fund TypeLiquidity Fund | Count4 | GAV$22,715,832,236 |
| Fund TypePrivate Equity Fund | Count31 | GAV$4,249,829,002 |
| Fund TypeReal Estate Fund | Count3 | GAV$746,843,760 |
| Fund TypeSecuritized Asset Fund | Count38 | GAV$16,082,005,899 |
| Fund TypeOther Private Fund | Count38 | GAV$39,913,726,424 |