| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 93 -30.60% |
| of those in investment advisory functions | 36 -20.00% |
| AUM* | 9,215,630,774 -15.78% |
| of that, discretionary | 9,207,564,990 -10.58% |
| Private Fund GAV* | 928,746,645 -1.13% |
| Avg Account Size | 72,564,022 -0.64% |
| SMA’s | Yes |
| Private Funds | 19 7 |
| Websites |
- Investment companies
- Pooled investment vehicles
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeVenture Capital Fund | Count19 | GAV$928,746,645 |