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Company Profile

As of Date 04/15/2025
Adviser Type - Large advisory firm
Number of Employees 48 -97.03%
of those in investment advisory functions 22 -94.26%
AUM* 15,577,555,715 -96.22%
of that, discretionary 15,577,555,715 -96.19%
Private Fund GAV* 14,681,241,649 -22.73%
Avg Account Size 1,730,839,524 -0.06%
SMA’s Yes
Private Funds 27 7
Websites

Client Types

- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

413B 354B 295B 236B 177B 118B 59B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count18 GAV$11,166,636,377
Fund TypeReal Estate Fund Count3 GAV$590,531,791
Fund TypeOther Private Fund Count6 GAV$2,924,073,481

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