Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/24/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 774 4.03% |
of those in investment advisory functions | 68 3.03% |
AUM* | 139,660,886,566 12.47% |
of that, discretionary | 137,937,838,823 12.46% |
Private Fund GAV* | 21,342,683 37.64% |
Avg Account Size | 1,355,930,938 -6.04% |
SMA’s | Yes |
Private Funds | 3 1 |
Websites |
- Investment companies
- Pooled investment vehicles
- State or municipal government entities
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
Fund Type | Count | GAV |
---|---|---|
Fund TypeOther Private Fund | Count3 | GAV$21,342,683 |