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Adviser Profile

As of Date 04/30/2025
Adviser Type - Large advisory firm
Number of Employees 192 -4.48%
of those in investment advisory functions 84 9.09%
Registration SEC, Approved, 07/23/2012
AUM* 491,432,981,088 45.60%
of that, discretionary 491,432,981,088 45.60%
Private Fund GAV* 33,570,386,825 -51.63%
Avg Account Size 3,191,123,254 42.77%
SMA’s Yes
Private Funds 7 17
Contact Info 610 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

395B 339B 282B 226B 169B 113B 56B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count7 GAV$33,570,386,825

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