Company Profile

As of Date 03/31/2026
ADV Location United States, NY
Adviser Type - Large advisory firm
Number of Employees 677 9%
of those in investment advisory functions 229 17%
AUM* 53,672,609,728 23%
of that, discretionary 53,672,609,728 23%
Private Fund GAV* 50,948,461,307 6%
Avg Account Size 531,411,978 21%
SMA’s No
Private Funds 104 1
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Disclosure Reporting

11.A(1) Convicted of felony (past 10 yrs)
11.A(2) Charged with felony
11.C(1) SEC/CFTC found false statement
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.E(2) SRO found rule violation

Reported AUM

67B 57B 48B 38B 29B 19B 10B
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$26,812,636,907
Fund TypePrivate Equity Fund Count6 GAV$
Fund TypeReal Estate Fund Count37 GAV$10,122,260,260
Fund TypeSecuritized Asset Fund Count36 GAV$13,808,392,627
Fund TypeOther Private Fund Count3 GAV$205,171,513

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