Company Profile

AUM* 5,148,777,472 78%
of that, discretionary 5,148,777,472 78%
Private Fund GAV* 465,337,310,735 3797%
Avg Account Size 514,877,747 -11%
SMA’s No
Private Funds 32 7

Adviser Type

- Large advisory firm

Number of Employees 839 -4%

of those in investment advisory functions 362 -16%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

5B 4B 4B 3B 2B 1B 736M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count3 GAV$2,432,761,566
SEC Fund TypePrivate Equity Fund Count5 GAV$3,881,141,503
SEC Fund TypeReal Estate Fund Count20 GAV$9,023,407,666
SEC Fund TypeOther Private Fund Count4 GAV$450,000,000,000

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM