| As of Date | 11/06/2025 |
| ADV Location | United States, IL |
| Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 854 1% |
| of those in investment advisory functions | 281 -2% |
| AUM* | 1,305,357,573,874 11% |
| of that, discretionary | 1,305,357,573,874 11% |
| Private Fund GAV* | 1,546,138,815 |
| Avg Account Size | 29,709,757 10% |
| High Net Worth | 34.47% 8% |
| SMA’s | Yes |
| Private Funds | 10 1 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$479,571,810 |
| Fund TypeOther Private Fund | Count9 | GAV$1,066,567,005 |