Company Profile

As of Date 03/27/2026
ADV Location United States, PA
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 903 4%
of those in investment advisory functions 596 3%
AUM* 850,362,296,660 13%
of that, discretionary 850,362,296,660 13%
Private Fund GAV* 13,416,959,272 24%
Avg Account Size 95,471,236 2%
High Net Worth 1.76% -87%
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

Disclosure Reporting

11.C(2) SEC/CFTC found violation
11.C(4) SEC/CFTC order in investment-related activity
11.C(5) SEC/CFTC civil penalty / cease and desist

Reported AUM

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeLiquidity Fund Count4 GAV$13,416,959,272

Related Companies

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