| As of Date | 02/24/2026 |
| 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 | 5,089 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* | 426,000,521,267 16% |
| Avg Account Size | 708,452,467 10% |
| SMA’s | Yes |
| Private Funds | 1088 276 |
| 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
| 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 | Count427 | GAV$285,724,210,261 |
| Fund TypePrivate Equity Fund | Count242 | GAV$27,553,084,003 |
| Fund TypeReal Estate Fund | Count145 | GAV$53,032,093,157 |
| Fund TypeSecuritized Asset Fund | Count102 | GAV$36,418,677,104 |
| Fund TypeVenture Capital Fund | Count7 | GAV$178,214,919 |
| Fund TypeOther Private Fund | Count165 | GAV$23,094,241,823 |