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Adviser Profile

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
AUM* 298,729,428,900 72.26%
of that, discretionary 298,729,428,900 72.26%
Private Fund GAV* 276,574,900 2.00%
Avg Account Size 829,537 25.04%
% High Net Worth 57.19% 32.83%
SMA’s Yes
Private Funds 4 1
Contact Info 800 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
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- 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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
209B 179B 149B 119B 90B 60B 30B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$276,574,900

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Brochure Summary