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Company Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 345 27.78%
of those in investment advisory functions 87 3.57%
AUM* 26,439,770,179 6.28%
of that, discretionary 25,159,408,571 1.19%
Private Fund GAV* 21,247,336,898 -8.57%
Avg Account Size 377,711,003 24.57%
SMA’s Yes
Private Funds 64 3
Websites

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

30B 26B 21B 17B 13B 9B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count58 GAV$19,647,336,898
Fund TypePrivate Equity Fund Count4 GAV$1,500,000,000
Fund TypeVenture Capital Fund Count1 GAV$
Fund TypeOther Private Fund Count1 GAV$100,000,000

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