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Company Profile

As of Date 11/11/2025
ADV Location Canada
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 5,602 -6%
of those in investment advisory functions 5,602 -6%
AUM* 377,617,664,052 -9%
of that, discretionary 376,155,793,398 -9%
Private Fund GAV* 236,162,708,267 -3%
Avg Account Size 839,150,365 -3%
SMA’s Yes
Private Funds 476 1
Websites

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Disclosure Reporting

11.D(2) Other regulator found violation
11.D(4) Other regulator order (past 10 yrs)

Reported AUM

401B 343B 286B 229B 172B 114B 57B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$923,782,000
Fund TypePrivate Equity Fund Count331 GAV$171,410,419,540
Fund TypeReal Estate Fund Count102 GAV$63,659,104,289
Fund TypeOther Private Fund Count42 GAV$169,402,438

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