| As of Date | 11/24/2025 |
| 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 | 5,089 6% |
| of those in investment advisory functions | 2,465 10% |
| AUM* | 480,330,772,568 16% |
| of that, discretionary | 450,523,267,963 16% |
| Private Fund GAV* | 415,468,333,252 14% |
| Avg Account Size | 708,452,467 10% |
| SMA’s | Yes |
| Private Funds | 1008 196 |
| Websites |
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- 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
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count402 | GAV$283,414,234,084 |
| Fund TypePrivate Equity Fund | Count217 | GAV$23,193,229,072 |
| Fund TypeReal Estate Fund | Count132 | GAV$51,529,115,034 |
| Fund TypeSecuritized Asset Fund | Count98 | GAV$34,811,741,769 |
| Fund TypeVenture Capital Fund | Count6 | GAV$178,214,919 |
| Fund TypeOther Private Fund | Count153 | GAV$22,341,798,374 |