| As of Date | 02/27/2026 |
| ADV Location | United States, NY |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 2,749 29% |
| of those in investment advisory functions | 869 0% |
| AUM* | 587,436,934,925 13% |
| of that, discretionary | 587,436,934,925 13% |
| Private Fund GAV* | 437,421,827,446 0% |
| Avg Account Size | 1,521,857,344 -5% |
| SMA’s | Yes |
| Private Funds | 1093 163 |
| Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Performance-based fees
| 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 |
| 11.D(2) | Other regulator found violation |
| 11.D(4) | Other regulator order (past 10 yrs) |
| 11.D(5) | Other regulator denied/suspended/revoked license |
| 11.E(2) | SRO found rule violation |
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count142 | GAV$63,438,119,178 |
| Fund TypePrivate Equity Fund | Count798 | GAV$338,466,101,389 |
| Fund TypeReal Estate Fund | Count55 | GAV$9,163,727,945 |
| Fund TypeSecuritized Asset Fund | Count25 | GAV$22,057,247,273 |
| Fund TypeOther Private Fund | Count73 | GAV$4,296,631,661 |