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Company Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,337 -32.58%
of those in investment advisory functions 114 -13.64%
AUM* 171,243,612,812 25.66%
of that, discretionary 171,243,612,812 25.66%
Private Fund GAV* 367,046,254 -43.15%
Avg Account Size 183,737,782 -8.18%
SMA’s Yes
Private Funds 10
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Other

Advisory Activities

- 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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
167B 143B 119B 95B 71B 48B 24B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$121,558,392
Fund TypeOther Private Fund Count8 GAV$245,487,862

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