Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/28/2025 |
Adviser Type
- Large advisory firm - Related adviser |
|
Number of Employees | 104 -6.31% |
of those in investment advisory functions | 52 -3.70% |
AUM* | 75,291,773,339 39.21% |
of that, discretionary | 44,341,993,783 20.46% |
Private Fund GAV* | 47,361,635,545 -81.94% |
Avg Account Size | 467,650,766 44.83% |
SMA’s | Yes |
Private Funds | 121 26 |
Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypePrivate Equity Fund | Count79 | GAV$34,879,419,623 |
Fund TypeReal Estate Fund | Count3 | GAV$286,497,598 |
Fund TypeOther Private Fund | Count39 | GAV$12,195,718,324 |