Adviser Profile

AUM* 19,867,773,171 9%
of that, discretionary 19,867,773,171 9%
Number of Employees 82 -10%
of those in investment advisory functions 7
Private Fund GAV* 0 -100%
Avg Account Size 187,431,822 19%
SMA’s Yes
Private Funds 0 2

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

27B 23B 19B 15B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary