Company Profile

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

Client Types

- 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

Advisory Activities

- 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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1,432B 1,227B 1,023B 818B 614B 409B 205B
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 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

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