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Company Profile

As of Date 04/14/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 7,883 -13.97%
of those in investment advisory functions 4,782 4.82%
AUM* 2,872,738,403,138 29.61%
of that, discretionary 2,800,043,925,455 28.53%
Private Fund GAV* 574,832,213,996 -7.01%
Avg Account Size 8,396,162 52.76%
High Net Worth 32.58% 38.97%
SMA’s Yes
Private Funds 1297 331
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count62 GAV$53,931,618,226
Fund TypeLiquidity Fund Count5 GAV$149,574,024,261
Fund TypePrivate Equity Fund Count313 GAV$171,116,513,060
Fund TypeReal Estate Fund Count39 GAV$8,265,174,935
Fund TypeSecuritized Asset Fund Count9 GAV$2,343,599,411
Fund TypeOther Private Fund Count869 GAV$189,601,284,103

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