Company Profile

As of Date 02/13/2026
ADV Location United States, MA / United States, NY
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- An investment adviser to a company which has elected to be a business development company
- Related adviser
Number of Employees 10,313 16%
of those in investment advisory functions 5,871 16%

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

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
- Performance-based fees

Disclosure Reporting

11.C(1) SEC/CFTC found false statement
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

Reported AUM

962B 825B 687B 550B 412B 275B 137B
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 Count290 GAV$202,702,073,135
Fund TypePrivate Equity Fund Count445 GAV$269,356,111,420
Fund TypeReal Estate Fund Count187 GAV$180,717,474,751
Fund TypeSecuritized Asset Fund Count149 GAV$48,922,815,216
Fund TypeOther Private Fund Count106 GAV$53,931,025,602

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM