other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 16 -11.11%
of those in investment advisory functions 10 -9.09%
Registration SEC, Approved, 06/18/1999
AUM* 5,548,153,000 26.44%
of that, discretionary 111,964,000 38.91%
Private Fund GAV* 14,400,000 -4.83%
Avg Account Size 26,802,671 24.00%
% High Net Worth 47.34% 4.46%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

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
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 682M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$14,400,000

Similar advisers

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 STOCKBRIDGE INVESTORS Hedge Fund5.0b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.0b AUM5.8b #Funds2
Adviser CH INVESTMENT PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM5.1b #Funds-
Adviser INGALLS & SNYDER LLC Hedge Fund142.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV142.2m AUM6.9b #Funds3
Adviser FOXHAVEN ASSET MANAGEMENT, LP Hedge Fund5.8b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.8b AUM5.8b #Funds5
Adviser ACR ALPINE CAPITAL RESEARCH, LLC Hedge Fund135.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV135.4m AUM8.5b #Funds2
Adviser GLENDON CAPITAL MANAGEMENT L.P. Hedge Fund5.6b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.6b AUM5.7b #Funds10
Adviser BRAMSHILL INVESTMENTS, LLC Hedge Fund192.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV192.9m AUM6.9b #Funds3
Adviser PICTET NORTH AMERICA ADVISORS SA Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.7b #Funds-
Adviser ENGINEERS GATE MANAGER LP Hedge Fund10.7b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV10.7b AUM13.6b #Funds4
Adviser BVF PARTNERS L.P. Hedge Fund5.6b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.6b AUM5.6b #Funds5

Brochure Summary