| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/28/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 156 7% |
| of those in investment advisory functions | 64 16% |
| AUM* | 9,835,454,312 4% |
| of that, discretionary | 9,760,526,006 4% |
| Private Fund GAV* | 9,744,435,224 -6% |
| Avg Account Size | 5,833,603 -1% |
| High Net Worth | 49.76% -7% |
| SMA’s | Yes |
| Private Funds | 32 13 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count26 | GAV$8,986,047,927 |
| Fund TypeOther Private Fund | Count6 | GAV$758,387,297 |