| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 10/21/2025 |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 2,602 4% |
| of those in investment advisory functions | 662 3% |
| AUM* | 584,871,185,312 9% |
| of that, discretionary | 557,766,860,636 8% |
| Private Fund GAV* | 1,471,785,665 13% |
| Avg Account Size | 55,155,713 -14% |
| High Net Worth | 3.19% -41% |
| SMA’s | Yes |
| Private Funds | 7 1 |
| Websites |
- Individuals (other than high net worth individuals)
- 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$529,665,487 |
| Fund TypeOther Private Fund | Count4 | GAV$942,120,178 |