| As of Date | 03/10/2026 |
| ADV Location | United States, IL |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 345 14% |
| of those in investment advisory functions | 87 12% |
| AUM* | 26,439,770,179 14% |
| of that, discretionary | 25,159,408,571 9% |
| Private Fund GAV* | 21,777,109,480 0% |
| Avg Account Size | 377,711,003 23% |
| SMA’s | Yes |
| Private Funds | 80 17 |
| Websites |
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count67 | GAV$19,859,109,480 |
| Fund TypePrivate Equity Fund | Count10 | GAV$1,693,000,000 |
| Fund TypeVenture Capital Fund | Count2 | GAV$125,000,000 |
| Fund TypeOther Private Fund | Count1 | GAV$100,000,000 |