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Company Profile

As of Date 11/22/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 7,730 -15.64%
of those in investment advisory functions 4,642 1.75%
AUM* 2,419,433,055,687 9.16%
of that, discretionary 2,379,833,078,444 9.24%
Private Fund GAV* 571,961,693,355 3.66%
Avg Account Size 6,614,413 20.34%
High Net Worth 26.64% 13.64%
SMA’s Yes
Private Funds 1095 129
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
2,217B 1,900B 1,584B 1,267B 950B 633B 317B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count60 GAV$55,312,388,046
Fund TypeLiquidity Fund Count5 GAV$157,459,951,999
Fund TypePrivate Equity Fund Count331 GAV$185,189,442,623
Fund TypeReal Estate Fund Count40 GAV$7,809,704,917
Fund TypeSecuritized Asset Fund Count8 GAV$1,980,448,689
Fund TypeOther Private Fund Count651 GAV$164,209,757,081

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