| As of Date | 03/31/2026 |
| ADV Location | United States, FL / United States, NY / United States, TX |
| Adviser Type - Large advisory firm | |
| Number of Employees | 89 -4% |
| of those in investment advisory functions | 39 3% |
| AUM* | 90,701,044,027 111% |
| of that, discretionary | 90,197,433,949 112% |
| Private Fund GAV* | 50,023,169,143 -38% |
| Avg Account Size | 2,667,677,766 151% |
| SMA’s | Yes |
| Private Funds | 22 1 |
| Websites |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count14 | GAV$47,600,997,664 |
| Fund TypeReal Estate Fund | Count5 | GAV$1,918,561,401 |
| Fund TypeSecuritized Asset Fund | Count3 | GAV$503,610,078 |