Company Profile

AUM* 7,250,639,603 541%
of that, discretionary 7,250,639,603 541%
Number of Employees 28 75%
of those in investment advisory functions 15 67%
Private Fund GAV* 8,338,613,218 278%
Avg Account Size 65,914,905 267%
SMA’s No
Private Funds 109 46

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 1B
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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Related Companies

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