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Company Profile

As of Date 11/01/2024
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 30,559 4.40%
of those in investment advisory functions 13,694 -12.72%
AUM* 2,175,042,507,400 10.46%
of that, discretionary 1,756,712,316,846 10.31%
Private Fund GAV* 50,558,024,757 -0.17%
Avg Account Size 893,952 26.93%
High Net Worth 1.15% 19.50%
SMA’s Yes
Private Funds 160 10
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
1,876B 1,608B 1,340B 1,072B 804B 536B 268B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count11 GAV$2,662,685,121
Fund TypePrivate Equity Fund Count41 GAV$20,685,309,504
Fund TypeSecuritized Asset Fund Count14 GAV$5,728,756,921
Fund TypeVenture Capital Fund Count3 GAV$593,013,435
Fund TypeOther Private Fund Count91 GAV$20,888,259,776

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