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Company Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,285 3.46%
of those in investment advisory functions 437 1.39%
AUM* 1,111,823,242,312 23.41%
of that, discretionary 1,111,823,242,312 23.41%
Private Fund GAV* 1,575,954,065 -3.93%
Avg Account Size 649,050,346 -33.36%
High Net Worth 70.32% 50.54%
SMA’s Yes
Private Funds 5 1
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1,024B 878B 731B 585B 439B 293B 146B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count5 GAV$1,575,954,065

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