Adviser Profile

AUM* 24,512,230,107 121%
of that, discretionary 24,512,230,107 121%
Number of Employees 159 127%
of those in investment advisory functions 93 52%
Private Fund GAV* 0
Avg Account Size 742,794,852 88%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Commissions
- Performance-based fees

Reported AUM

29B 25B 21B 16B 12B 8B 4B
2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary