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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

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

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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