| 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% |
- 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
- 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
- Performance-based fees
| 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 |
| 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 |