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Adviser Profile

As of Date 04/02/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Pension consultant
Number of Employees 7,410 14.16%
of those in investment advisory functions 828 -21.52%
Registration Oklahoma, Terminated, 03/31/2006
Other registrations (1)
AUM* 1,327,868,750,254 14.17%
of that, discretionary 1,325,494,708,077 14.29%
Private Fund GAV* 134,095,657,530 -1.88%
Avg Account Size 585,222,014 11.71%
% High Net Worth 5.35% -40.30%
SMA’s Yes
Private Funds 378 88
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- 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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1,315B 1,127B 939B 752B 564B 376B 188B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count209 GAV$55,528,396,803
Fund TypeLiquidity Fund Count2 GAV$10,546,156,434
Fund TypePrivate Equity Fund Count80 GAV$23,574,591,680
Fund TypeReal Estate Fund Count3 GAV$1,344,631,691
Fund TypeSecuritized Asset Fund Count40 GAV$18,450,502,753
Fund TypeOther Private Fund Count44 GAV$24,651,378,169

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Brochure Summary