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Company Profile

As of Date 04/29/2025
Adviser Type - Large advisory firm
Number of Employees 3,593 -10.44%
of those in investment advisory functions 2,282 -8.90%
AUM* 479,167,193,859 21.34%
of that, discretionary 440,913,075,716 22.32%
Private Fund GAV* 8,376,526,651 2.31%
Avg Account Size 5,341,112 3.65%
High Net Worth 3.32% 43.93%
SMA’s Yes
Private Funds 29 15
Websites

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
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

423B 363B 302B 242B 181B 121B 60B
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 Count22 GAV$8,174,406,311
Fund TypePrivate Equity Fund Count2 GAV$52,822,950
Fund TypeOther Private Fund Count5 GAV$149,297,390

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