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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 507 6.07%
of those in investment advisory functions 216 -8.47%
Registration SEC, Approved, 06/02/1977
AUM* 22,474,315,624 35.48%
of that, discretionary 21,778,908,125 36.18%
Private Fund GAV* 670,237,962 1.84%
Avg Account Size 994,835 21.81%
% High Net Worth 30.51% 48.39%
SMA’s Yes
Private Funds 3
Contact Info 804 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
19B 16B 14B 11B 8B 5B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$670,237,962

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Brochure Summary