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Company Profile

As of Date 05/24/2026
ADV Location United States, DC
Websites
AUM* 5,594,813,893 -17%
of that, discretionary 5,494,205,642 -17%
Number of Employees 66 -7%
of those in investment advisory functions 31 -11%
Private Fund GAV* 7,036,643,328 -21%
Avg Account Size 107,592,575 2%
SMA’s No
Private Funds 52 10

Adviser Type

- Large advisory firm

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$7,036,643,328

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