| As of Date | 03/02/2026 |
| ADV Location | United States, CA |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 1,553 9% |
| of those in investment advisory functions | 511 17% |
| AUM* | 3,753,542,800,892 28% |
| of that, discretionary | 3,753,542,800,892 28% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 164,391,136 3% |
| High Net Worth | 7.43% 100% |
| SMA’s | Yes |
| Private Funds | 2 2 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count2 | GAV$ |