| As of Date | 03/30/2026 |
| ADV Location | United States, TN |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 4,204 -8% |
| of those in investment advisory functions | 1,616 95% |
| AUM* | 763,401,000,000 17% |
| of that, discretionary | 750,281,000,000 18% |
| Private Fund GAV* | 9,664,745,926 -8% |
| Avg Account Size | 10,050,569 -2% |
| High Net Worth | 84.24% 2% |
| SMA’s | Yes |
| Private Funds | 82 5 |
| Websites |
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- 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
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
| 11.C(2) | SEC/CFTC found violation |
| 11.C(4) | SEC/CFTC order in investment-related activity |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
| 11.D(5) | Other regulator denied/suspended/revoked license |
| 11.E(2) | SRO found rule violation |
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count39 | GAV$4,385,943,350 |
| Fund TypePrivate Equity Fund | Count18 | GAV$1,044,689,683 |
| Fund TypeReal Estate Fund | Count9 | GAV$1,040,210,072 |
| Fund TypeVenture Capital Fund | Count2 | GAV$ |
| Fund TypeOther Private Fund | Count14 | GAV$3,193,902,821 |