Adviser Profile

AUM* 2,201,221,019 1%
of that, discretionary 2,201,221,019 1%
Number of Employees 103 10%
of those in investment advisory functions 18 -33%
Private Fund GAV* 40,690,044 84%
Avg Account Size 1,163,436 2%
SMA’s No
Private Funds 2 1

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- 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
- Performance-based fees

Reported AUM

2B 2B 2B 1B 962M 641M 321M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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