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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

Discretionary
Non-discretionary
70B 60B 50B 40B 30B 20B 10B
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$5,002,218,396

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Brochure Summary