Company Profile

As of Date 04/08/2026
ADV Location United States, NY
Adviser Type - Large advisory firm
Number of Employees 159 36%
of those in investment advisory functions 56 40%
AUM* 23,783,942,383 41%
of that, discretionary 23,783,942,383 41%
Private Fund GAV* 65,530,718,273 290%
Avg Account Size 276,557,470 15%
SMA’s Yes
Private Funds 79 11
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

17B 15B 12B 10B 7B 5B 2B
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 Count20 GAV$4,480,551,708
Fund TypePrivate Equity Fund Count20 GAV$1,931,878,663
Fund TypeSecuritized Asset Fund Count36 GAV$59,083,287,902
Fund TypeOther Private Fund Count3 GAV$35,000,000

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