Company Profile

As of Date 04/09/2026
ADV Location United States, IL
Websites
AUM* 9,398,636,339 16%
of that, discretionary 4,364,294,089 0%
Private Fund GAV* 4,364,988,754 7%
Avg Account Size 247,332,535 98%
SMA’s Yes
Private Funds 36 12

Adviser Type

- Large advisory firm

Number of Employees 48 4%

of those in investment advisory functions 34

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

5B 4B 4B 3B 2B 1B 719M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypePrivate Equity Fund Count36 GAV$4,364,988,754

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM