Adviser Profile

AUM* 50,005,412,721 60%
of that, discretionary 47,322,785,837 53%
Number of Employees 132 -4%
of those in investment advisory functions 125 -3%
Private Fund GAV* 50,005,412,721 60%
Avg Account Size 980,498,289 35%
SMA’s No
Private Funds 66

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

47B 41B 34B 27B 20B 14B 7B
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}