Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/31/2025 |
Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company - An investment adviser to a company which has elected to be a business development company |
|
Number of Employees | 1,555 -23.96% |
of those in investment advisory functions | 589 -21.47% |
AUM* | 362,270,160,635 14.75% |
of that, discretionary | 350,069,309,336 12.01% |
Private Fund GAV* | 73,914,986,558 2.73% |
Avg Account Size | 872,940,146 19.54% |
SMA’s | Yes |
Private Funds | 119 25 |
Websites |
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- 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
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypeHedge Fund | Count4 | GAV$301,721,269 |
Fund TypePrivate Equity Fund | Count10 | GAV$1,315,703,095 |
Fund TypeReal Estate Fund | Count5 | GAV$5,805,040,005 |
Fund TypeSecuritized Asset Fund | Count70 | GAV$21,793,047,348 |
Fund TypeOther Private Fund | Count30 | GAV$44,699,474,841 |