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Company Profile

As of Date 04/02/2026
ADV Location United States, MA / United States, NY
Adviser Type - Large advisory firm
- An investment adviser to a company which has elected to be a business development company
Number of Employees 557 40%
of those in investment advisory functions 191 12%

Client Types

- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

36B 31B 25B 20B 15B 10B 5B
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 Count27 GAV$17,664,868,867
Fund TypePrivate Equity Fund Count83 GAV$26,046,037,470
Fund TypeSecuritized Asset Fund Count6 GAV$1,659,712,688
Fund TypeOther Private Fund Count2 GAV$

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