Adviser Profile
| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 03/08/2018 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 14,102,172,484 48% |
| of that, discretionary | 14,102,172,484 48% |
| Number of Employees | 451 -46% |
| of those in investment advisory functions | 225 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,007,298,035 48% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
- An investment adviser to a company which has elected to be a business development company
- Related adviser
- An investment adviser to a company which has elected to be a business development company
- Related adviser
Client Types
- Investment companies
- Business development companies
- Pooled investment vehicles
Advisory Activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
14B
12B
10B
8B
6B
4B
2B
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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