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Adviser Profile

As of Date 09/28/2026
Registration SEC, Approved, 10/08/2008
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 44,155,180,785 26%
of that, discretionary 3,928,642,644 8%
Number of Employees 164 8%
of those in investment advisory functions 66 10%
Private Fund GAV* 210,261,250 -35%
Avg Account Size 2,453,065,599 12%
SMA’s No
Private Funds 3 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

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

Compensation Arrangments

- Performance-based fees

Reported AUM

36B 31B 25B 20B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary