{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Company Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 889 3.37%
of those in investment advisory functions 575 1.05%
AUM* 790,042,071,463 22.47%
of that, discretionary 790,042,071,463 22.47%
Private Fund GAV* 10,802,735,658 -7.73%
Avg Account Size 90,177,157 -1.74%
High Net Worth 1.87% -91.76%
SMA’s Yes
Private Funds 4
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
- 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

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
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
651B 558B 465B 372B 279B 186B 93B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeLiquidity Fund Count4 GAV$10,802,735,658

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM