Company Profile

AUM* 5,148,777,472 78%
of that, discretionary 5,148,777,472 78%
Number of Employees 839 -4%
of those in investment advisory functions 362 -16%
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

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

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