| As of Date | 02/27/2026 |
| ADV Location | United States, MA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1,827 6% |
| of those in investment advisory functions | 831 8% |
| AUM* | 167,450,318,777 -1% |
| of that, discretionary | 167,178,723,790 -1% |
| Private Fund GAV* | 164,892,142,122 4% |
| Avg Account Size | 611,132,550 -8% |
| SMA’s | Yes |
| Private Funds | 421 61 |
| Websites |
- Investment companies
- Pooled investment vehicles
- 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
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count165 | GAV$44,730,616,963 |
| Fund TypePrivate Equity Fund | Count112 | GAV$76,504,199,043 |
| Fund TypeReal Estate Fund | Count28 | GAV$9,025,925,000 |
| Fund TypeSecuritized Asset Fund | Count65 | GAV$26,319,462,000 |
| Fund TypeVenture Capital Fund | Count30 | GAV$8,290,795,000 |
| Fund TypeOther Private Fund | Count21 | GAV$21,144,116 |