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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
- Pension consultant
Number of Employees 14,105 10.40%
of those in investment advisory functions 10,705 14.76%
AUM* 4,307,996,454,202 45.62%
of that, discretionary 4,157,029,453,405 46.24%
Private Fund GAV* 122,083,425,173 -22.90%
Avg Account Size 1,897,339 27.35%
High Net Worth 21.92% 31.91%
SMA’s Yes
Private Funds 418 123
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- 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

Advisory Activities

- Financial planning services
- 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
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

3,262B 2,796B 2,330B 1,864B 1,398B 932B 466B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count47 GAV$11,452,012,511
Fund TypeLiquidity Fund Count1 GAV$1,877,798,000
Fund TypePrivate Equity Fund Count113 GAV$27,794,929,968
Fund TypeReal Estate Fund Count85 GAV$8,541,621,225
Fund TypeOther Private Fund Count172 GAV$72,417,063,469

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