| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/28/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 46 -9.80% |
| of those in investment advisory functions | 32 -13.51% |
| AUM* | 8,103,188,468 5.67% |
| of that, discretionary | 3,872,055,008 18.94% |
| Private Fund GAV* | 3,296,411,248 -25.58% |
| Avg Account Size | 231,519,671 42.23% |
| SMA’s | Yes |
| Private Funds | 24 13 |
| Websites |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count24 | GAV$3,296,411,248 |