| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/11/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 92 -31.34% |
| of those in investment advisory functions | 36 -20.00% |
| AUM* | 9,509,873,401 -13.10% |
| of that, discretionary | 9,501,176,890 -7.73% |
| Private Fund GAV* | 1,441,220,765 70.53% |
| Avg Account Size | 74,880,893 2.54% |
| SMA’s | Yes |
| Private Funds | 25 13 |
| 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 | Count25 | GAV$1,441,220,765 |