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Company Profile

As of Date 03/31/2026
ADV Location United States, DC
Websites
AUM* 5,598,079,273 -17%
of that, discretionary 5,497,471,022 -17%
Private Fund GAV* 7,039,908,708 -21%
Avg Account Size 107,655,371 2%
SMA’s No
Private Funds 52 10

Adviser Type

- Large advisory firm

Number of Employees 66 -7%

of those in investment advisory functions 31 -11%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 973M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypePrivate Equity Fund Count52 GAV$7,039,908,708

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