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Company Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 1,004 -1.95%
of those in investment advisory functions 568 5.97%
AUM* 115,839,828,556 -10.85%
of that, discretionary 115,839,828,556 -10.83%
Private Fund GAV* 13,859,979,136 35.94%
Avg Account Size 2,068,568,367 3.50%
SMA’s Yes
Private Funds 33 14
Websites

Client Types

- Pooled investment vehicles
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
412B 353B 294B 235B 176B 118B 59B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count25 GAV$10,288,078,944
Fund TypeSecuritized Asset Fund Count8 GAV$3,571,900,192

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