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Company Profile

As of Date 11/22/2024
Adviser Type - Large advisory firm
Number of Employees 154 5.48%
of those in investment advisory functions 68 23.64%
AUM* 9,557,386,592 1.22%
of that, discretionary 9,468,387,063 1.19%
Private Fund GAV* 10,320,913,104 13.75%
Avg Account Size 5,716,140 -3.29%
High Net Worth 49.28% -7.75%
SMA’s Yes
Private Funds 24 5
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
9B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count18 GAV$9,522,595,309
Fund TypeOther Private Fund Count6 GAV$798,317,795

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