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

Adviser Profile

As of Date 12/11/2024
Adviser Type - Large advisory firm
Number of Employees 48 26.32%
of those in investment advisory functions 24 33.33%
Registration SEC, Approved, 03/15/2021
AUM* 6,506,508,831 10.63%
of that, discretionary 1,643,102,340 8.02%
Private Fund GAV* 2,693,930,509 22.55%
Avg Account Size 3,686,407 7.99%
% High Net Worth 80.07% -3.92%
SMA’s No
Private Funds 49 12
Contact Info 860 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 667M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count6 GAV$1,219,803,431
Fund TypePrivate Equity Fund Count34 GAV$1,233,784,085
Fund TypeOther Private Fund Count9 GAV$240,342,993

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CHILTON INVESTMENT SERVICES, LLC Hedge Fund13.4m Liquidity Fund- Private Equity Fund38.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund123.1m Total Private Fund GAV175.4m AUM5.9b #Funds9
Adviser VICTORY CAPITAL MANAGEMENT INC. Hedge Fund52.1m Liquidity Fund- Private Equity Fund2.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.2b AUM151.3b #Funds21
Adviser SCS CAPITAL MANAGEMENT LLC Hedge Fund3.7b Liquidity Fund- Private Equity Fund8.3b Real Estate Fund3.0k Securitized Asset Fund- Venture Capital Fund- Other Fund1.7b Total Private Fund GAV13.7b AUM30.2b #Funds52
Adviser TOLLESON PRIVATE WEALTH MANAGEMENT Hedge Fund3.1b Liquidity Fund- Private Equity Fund606.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.5b Total Private Fund GAV5.2b AUM8.2b #Funds20
Adviser PICKERING ENERGY PARTNERS LP Hedge Fund9.3m Liquidity Fund- Private Equity Fund925.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund160.9m Total Private Fund GAV1.1b AUM1.4b #Funds14
Adviser WINDMUEHLE, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM275.8m #Funds-
Adviser CONVERSANT CAPITAL LLC Hedge Fund550.4m Liquidity Fund- Private Equity Fund225.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.2b Total Private Fund GAV1.9b AUM1.9b #Funds9
Adviser BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC Hedge Fund2.3b Liquidity Fund- Private Equity Fund3.5b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund18.2m Other Fund423.4m Total Private Fund GAV6.2b AUM7.3b #Funds396
Adviser WILSHIRE Hedge Fund32.5b Liquidity Fund- Private Equity Fund5.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV37.5b AUM94.9b #Funds85
Adviser BROWN ADVISORY Hedge Fund642.0m Liquidity Fund- Private Equity Fund494.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund353.9m Total Private Fund GAV1.5b AUM6.9b #Funds16

Brochure Summary