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

Company Profile

As of Date 04/01/2025
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 1286 320
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 Count62 GAV$53,931,618,226
Fund TypeLiquidity Fund Count5 GAV$149,574,024,261
Fund TypePrivate Equity Fund Count311 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 Count860 GAV$189,601,284,103

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