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

Adviser Profile

As of Date 04/01/2025
Adviser Type - Large advisory firm
Number of Employees 105 3.96%
of those in investment advisory functions 28 -17.65%
Registration SEC, Approved, 01/17/1977
AUM* 4,904,134,773 29.40%
of that, discretionary 4,802,088,297 34.59%
Private Fund GAV* 190,014,603 -6.88%
Avg Account Size 378,698 7.18%
% High Net Worth 30.64% 5.03%
SMA’s Yes
Private Funds 14 5
Contact Info 412 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- 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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 598M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count6 GAV$176,524,094
Fund TypePrivate Equity Fund Count7 GAV$11,536,284
Fund TypeReal Estate Fund Count1 GAV$1,954,225

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 POINT72 ASSET MANAGEMENT, L.P. Hedge Fund261.3b Liquidity Fund- Private Equity Fund2.1b Real Estate Fund19.6m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV263.4b AUM220.9b #Funds16
Adviser WATERFALL ASSET MANAGEMENT, LLC Hedge Fund13.0b Liquidity Fund- Private Equity Fund5.9b Real Estate Fund1.6m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV18.9b AUM25.3b #Funds69
Adviser SUMMIT TRAIL ADVISORS, LLC Hedge Fund1.5b Liquidity Fund- Private Equity Fund262.1m Real Estate Fund108.2m Securitized Asset Fund- Venture Capital Fund- Other Fund92.6m Total Private Fund GAV2.0b AUM23.6b #Funds20
Adviser AVIDIAN WEALTH SOLUTIONS Hedge Fund850.6k Liquidity Fund- Private Equity Fund68.6k Real Estate Fund6.9m Securitized Asset Fund- Venture Capital Fund- Other Fund3.4m Total Private Fund GAV11.2m AUM4.0b #Funds7
Adviser ITE MANAGEMENT L.P. Hedge Fund5.6b Liquidity Fund- Private Equity Fund13.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.6b AUM6.0b #Funds10
Adviser EAST ROCK CAPITAL, LLC Hedge Fund3.8b Liquidity Fund- Private Equity Fund116.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.9b AUM3.9b #Funds14
Adviser CONTRARIAN CAPITAL MANAGEMENT LLC Hedge Fund3.2b Liquidity Fund- Private Equity Fund665.8m Real Estate Fund365.0m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.2b AUM4.6b #Funds23
Adviser SCOPIA CAPITAL MANAGEMENT LP Hedge Fund760.1m Liquidity Fund- Private Equity Fund115.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV875.9m AUM2.3b #Funds9
Adviser BLACKSTONE IRELAND FUND MANAGEMENT LIMITED Hedge Fund4.0b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.0b AUM2.3b #Funds3
Adviser INCLUSIVE CAPITAL PARTNERS, L.P. Hedge Fund603.5m Liquidity Fund- Private Equity Fund58.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV662.3m AUM662.3m #Funds9

Brochure Summary