| As of Date | 03/27/2026 |
| ADV Location | United States, TX |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2,894 21% |
| of those in investment advisory functions | 1,587 38% |
| AUM* | 463,064,495,077 28% |
| of that, discretionary | 463,064,495,077 28% |
| Private Fund GAV* | 273,339,199,301 16% |
| Avg Account Size | 609,295,388 -1% |
| SMA’s | Yes |
| Private Funds | 747 127 |
| Websites |
- Pooled investment vehicles
- Insurance companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| 11.C(2) | SEC/CFTC found violation |
| 11.C(4) | SEC/CFTC order in investment-related activity |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count309 | GAV$83,842,107,309 |
| Fund TypePrivate Equity Fund | Count369 | GAV$158,186,600,873 |
| Fund TypeReal Estate Fund | Count38 | GAV$17,118,488,514 |
| Fund TypeSecuritized Asset Fund | Count21 | GAV$8,524,429,448 |
| Fund TypeOther Private Fund | Count10 | GAV$5,667,573,157 |