Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/27/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 4,065 21.38% |
of those in investment advisory functions | 1,869 18.74% |
Registration | SEC, Approved, 03/26/1987 |
- 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
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- 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
- A percentage of assets under your management
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypeOther Private Fund | Count4 | GAV$276,574,900 |
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 LORD, ABBETT & CO. LLC | Hedge Fund73.6m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund1.6b | Total Private Fund GAV1.7b | AUM238.8b | #Funds13 | |
Adviser MANULIFE INVESTMENT MANAGEMENT (US) LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM201.4b | #Funds- | |
Adviser JACKSON NATIONAL ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM254.3b | #Funds- | |
Adviser MACKENZIE INVESTMENTS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund207.0m | Total Private Fund GAV207.0m | AUM162.4b | #Funds2 | |
Adviser HARTFORD FUNDS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund21.3m | Total Private Fund GAV21.3m | AUM137.8b | #Funds3 | |
Adviser GALLIARD CAPITAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund114.4m | Total Private Fund GAV114.4m | AUM80.4b | #Funds3 | |
Adviser INCOME RESEARCH + MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund9.9b | Total Private Fund GAV9.9b | AUM109.0b | #Funds15 | |
Adviser GQG PARTNERS | Hedge Fund8.2b | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund5.6b | Total Private Fund GAV13.8b | AUM153.0b | #Funds6 | |
Adviser RHUMBLINE ADVISERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund17.0b | Total Private Fund GAV17.0b | AUM123.2b | #Funds24 | |
Adviser LINCOLN FINANCIAL INVESTMENTS CORPORATION | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund348.8m | Total Private Fund GAV348.8m | AUM95.9b | #Funds3 |