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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 794 11.20%
of those in investment advisory functions 183 -8.50%
Registration SEC, Approved, 03/26/2003
AUM* 248,961,322,154 35.30%
of that, discretionary 248,649,135,954 35.44%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,050,469,714 118.07%
% High Net Worth 0.44% 100.00%
SMA’s Yes
Private Funds 0 76
Contact Info 44- xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
236B 202B 168B 135B 101B 67B 34B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary