Company Profile

AUM* 16,834,907,718 35%
of that, discretionary 16,834,907,718 35%
Number of Employees 10 100%
of those in investment advisory functions 9 125%
Private Fund GAV* 394,941,939,417 33%
Avg Account Size 5,611,635,906 35%
SMA’s No
Private Funds 8

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

17B 14B 12B 10B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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