| As of Date | 12/01/2025 |
| ADV Location | United States, MO |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 24,504 -2% |
| of those in investment advisory functions | 11,191 0% |
| AUM* | 1,629,966,600,844 9% |
| of that, discretionary | 1,400,275,771,410 9% |
| Private Fund GAV* | 4,066,639,703 -49% |
| Avg Account Size | 921,269 24% |
| High Net Worth | 47.10% 3% |
| SMA’s | Yes |
| Private Funds | 23 5 |
| Websites |
- 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
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count5 | GAV$54,897,664 |
| Fund TypeOther Private Fund | Count18 | GAV$4,011,742,039 |