| As of Date | 03/30/2026 |
| ADV Location | United States, CA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 840 11% |
| of those in investment advisory functions | 296 47% |
| AUM* | 29,358,780,000 14% |
| of that, discretionary | 29,178,780,000 13% |
| Private Fund GAV* | 35,952,479,685 29% |
| Avg Account Size | 349,509,286 -12% |
| SMA’s | Yes |
| Private Funds | 213 61 |
| Websites |
- Investment companies
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count82 | GAV$10,702,036,160 |
| Fund TypePrivate Equity Fund | Count27 | GAV$10,188,399,328 |
| Fund TypeReal Estate Fund | Count48 | GAV$3,447,615,671 |
| Fund TypeSecuritized Asset Fund | Count52 | GAV$11,614,303,526 |
| Fund TypeOther Private Fund | Count4 | GAV$125,000 |