| As of Date | 03/31/2026 |
| ADV Location | KANSAS CITY, MO, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 47 -2% |
| of those in investment advisory functions | 26 8% |
| Registration | SEC, Approved, 03/15/2021 |
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count6 | GAV$568,702,791 |
| Fund TypePrivate Equity Fund | Count34 | GAV$1,373,247,196 |
| Fund TypeOther Private Fund | Count9 | GAV$226,431,987 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser CHILTON INVESTMENT SERVICES, LLC | Hedge Fund1.8m | Liquidity Fund- | Private Equity Fund40.7m | Real Estate Fund14.9m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund170.9m | Total Private Fund GAV228.4m | AUM8.2b | #Funds15 | |
| Adviser VICTORY CAPITAL MANAGEMENT INC. | Hedge Fund1.2b | Liquidity Fund- | Private Equity Fund615.4m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund18.1m | Total Private Fund GAV1.9b | AUM282.7b | #Funds22 | |
| Adviser TOLLESON PRIVATE WEALTH MANAGEMENT | Hedge Fund3.1b | Liquidity Fund- | Private Equity Fund611.4m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund1.4b | Total Private Fund GAV5.1b | AUM9.3b | #Funds27 | |
| Adviser SCS CAPITAL MANAGEMENT LLC | Hedge Fund4.2b | Liquidity Fund- | Private Equity Fund11.5b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund1.0b | Total Private Fund GAV16.8b | AUM48.7b | #Funds113 | |
| Adviser BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | Hedge Fund2.5b | Liquidity Fund- | Private Equity Fund4.5b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund22.6m | Other Fund376.4m | Total Private Fund GAV7.4b | AUM9.8b | #Funds476 | |
| Adviser PICKERING ENERGY PARTNERS LP | Hedge Fund7.5m | Liquidity Fund- | Private Equity Fund832.1m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund326.3m | Total Private Fund GAV1.2b | AUM1.7b | #Funds14 | |
| Adviser CONVERSANT CAPITAL LLC | Hedge Fund695.0m | Liquidity Fund- | Private Equity Fund714.0m | Real Estate Fund1.4b | Securitized Asset Fund- | Venture Capital Fund- | Other Fund270.4m | Total Private Fund GAV3.1b | AUM3.1b | #Funds29 | |
| Adviser WINDMUEHLE, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM275.8m | #Funds- | |
| Adviser WILSHIRE | Hedge Fund36.4b | Liquidity Fund- | Private Equity Fund5.3b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund45.0m | Total Private Fund GAV41.7b | AUM149.1b | #Funds107 | |
| Adviser BROWN ADVISORY | Hedge Fund771.4m | Liquidity Fund- | Private Equity Fund542.1m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund367.2m | Total Private Fund GAV1.7b | AUM7.6b | #Funds16 |