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Adviser Profile

As of Date 09/04/2025
Adviser Type - Large advisory firm
Number of Employees 3,994 -3.39%
of those in investment advisory functions 871 2.23%
Registration SEC, Approved, 08/13/1999

Client Types

- 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

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
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

701B 601B 501B 401B 300B 200B 100B
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 Count39 GAV$4,112,092,223
Fund TypePrivate Equity Fund Count11 GAV$1,133,491,480
Fund TypeReal Estate Fund Count13 GAV$1,177,815,117
Fund TypeVenture Capital Fund Count2 GAV$
Fund TypeOther Private Fund Count17 GAV$3,094,125,187

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