Adviser Profile

AUM* 8,422,753,708 -13%
of that, discretionary 8,358,282,315 -13%
Number of Employees 51 -9%
of those in investment advisory functions 22 -27%
Private Fund GAV* 8,358,282,317 -13%
Avg Account Size 290,439,783 -22%
SMA’s No
Private Funds 29 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other investment advisers
- Insurance companies

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

10B 9B 7B 6B 4B 3B 1B
2023 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary