| As of Date | 03/27/2026 |
| ADV Location | United States, CA |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - An investment adviser to a company which has elected to be a business development company |
|
| Number of Employees | 5,960 24% |
| of those in investment advisory functions | 2,803 25% |
| AUM* | 608,559,442,074 47% |
| of that, discretionary | 574,023,282,150 48% |
| Private Fund GAV* | 442,203,893,831 21% |
| Avg Account Size | 749,457,441 17% |
| SMA’s | Yes |
| Private Funds | 1094 282 |
| Websites |
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| 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 |
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count430 | GAV$313,691,504,543 |
| Fund TypePrivate Equity Fund | Count246 | GAV$31,288,605,093 |
| Fund TypeReal Estate Fund | Count138 | GAV$47,005,120,187 |
| Fund TypeSecuritized Asset Fund | Count101 | GAV$32,827,469,589 |
| Fund TypeVenture Capital Fund | Count7 | GAV$292,913,494 |
| Fund TypeOther Private Fund | Count172 | GAV$17,098,280,925 |