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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 29 3.57%
of those in investment advisory functions 29 3.57%
Registration SEC, Approved, 05/09/2003
AUM* 9,180,748,498 -58.40%
of that, discretionary 9,180,748,498 16.59%
Private Fund GAV* 5,799,368,216 10.13%
Avg Account Size 187,362,214 -50.76%
SMA’s Yes
Private Funds 53 10
Contact Info 610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

14B 12B 10B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count35 GAV$4,396,855,926
Fund TypeVenture Capital Fund Count18 GAV$1,402,512,290

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Brochure Summary