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Company Profile

As of Date 07/29/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 1,287 1.74%
of those in investment advisory functions 731 12.98%
AUM* 472,336,196,150 32.27%
of that, discretionary 462,268,098,211 33.43%
Private Fund GAV* 2,775,662,408 -74.93%
Avg Account Size 37,002,444 40.53%
High Net Worth 12.48% 33.47%
SMA’s Yes
Private Funds 18 10
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
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

447B 383B 319B 255B 192B 128B 64B
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 Count16 GAV$2,686,243,228
Fund TypeReal Estate Fund Count2 GAV$81,660,789

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