| As of Date | 01/20/2026 |
| ADV Location | United States, NY |
| Adviser Type - Large advisory firm | |
| Number of Employees | 254 -11% |
| of those in investment advisory functions | 133 -9% |
| AUM* | 74,222,716,348 -2% |
| of that, discretionary | 66,587,787,131 -4% |
| Private Fund GAV* | 21,713,204,181 -4% |
| Avg Account Size | 128,413,004 11% |
| SMA’s | Yes |
| Private Funds | 142 4 |
| Websites |
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- 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 | Count49 | GAV$6,146,374,678 |
| Fund TypePrivate Equity Fund | Count45 | GAV$1,616,327,145 |
| Fund TypeSecuritized Asset Fund | Count22 | GAV$7,624,911,793 |
| Fund TypeOther Private Fund | Count26 | GAV$6,325,590,565 |