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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 210 61.54%
of those in investment advisory functions 98 180.00%
Registration SEC, Approved, 09/06/2002
AUM* 43,134,668,533 48.83%
of that, discretionary 36,861,042,012 48.55%
Private Fund GAV* 14,324,299,300 4.80%
Avg Account Size 59,743,308 -14.25%
% High Net Worth 83.36% 100.00%
SMA’s Yes
Private Funds 97 47
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- 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
- 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

Discretionary
Non-discretionary
27B 23B 19B 15B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count9 GAV$3,835,962,137
Fund TypePrivate Equity Fund Count76 GAV$8,815,069,537
Fund TypeReal Estate Fund Count1 GAV$
Fund TypeOther Private Fund Count11 GAV$1,673,267,626

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Brochure Summary