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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 364 2.25%
of those in investment advisory functions 126 2.44%
Registration SEC, Approved, 08/23/1990
AUM* 137,333,668,204 116.00%
of that, discretionary 137,333,668,204 116.00%
Private Fund GAV* 5,002,218,396 -11.08%
Avg Account Size 1,125,685,805 68.20%
% High Net Worth 7.43% -29.04%
SMA’s Yes
Private Funds 4 2
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- 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
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

70B 60B 50B 40B 30B 20B 10B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$5,002,218,396

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Brochure Summary