Company Profile

As of Date 03/09/2026
ADV Location Hong Kong / United Kingdom / United States, MA / United States, NY
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 5%
of those in investment advisory functions 10,705 7%
AUM* 4,307,996,454,202 19%
of that, discretionary 4,157,029,453,405 18%
Private Fund GAV* 122,793,618,590 6%
Avg Account Size 1,897,339 11%
High Net Worth 21.92% 86%
SMA’s Yes
Private Funds 489 81
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

Disclosure Reporting

11.A(1) Convicted of felony (past 10 yrs)
11.A(2) Charged with felony
11.C(1) SEC/CFTC found false statement
11.C(2) SEC/CFTC found violation
11.C(4) SEC/CFTC order in investment-related activity
11.C(5) SEC/CFTC civil penalty / cease and desist
11.D(2) Other regulator found violation
11.D(4) Other regulator order (past 10 yrs)
11.E(1) SRO found false statement
11.G Currently subject to regulatory proceeding

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 Count55 GAV$11,794,333,813
Fund TypeLiquidity Fund Count2 GAV$1,978,084,260
Fund TypePrivate Equity Fund Count148 GAV$27,162,515,823
Fund TypeReal Estate Fund Count85 GAV$8,541,621,225
Fund TypeVenture Capital Fund Count2 GAV$
Fund TypeOther Private Fund Count197 GAV$73,317,063,469

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM