other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 05/27/2025
Adviser Type - Large advisory firm
Number of Employees 1,837 8.06%
of those in investment advisory functions 889 14.41%
Registration SEC, Approved, 10/03/2008
AUM* 164,789,471,551 56.60%
of that, discretionary 157,934,955,437 51.41%
Private Fund GAV* 163,376,713 14.62%
Avg Account Size 847,417 16.57%
% High Net Worth 45.19% 242.90%
SMA’s Yes
Private Funds 1
Contact Info 312 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

104B 89B 75B 60B 45B 30B 15B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$163,376,713

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser RENAISSANCE TECHNOLOGIES LLC Hedge Fund100.6b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV100.6b AUM92.0b #Funds16
Adviser D. E. SHAW & CO., L.P. Hedge Fund154.6b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV154.6b AUM154.6b #Funds41
Adviser HARRIS | OAKMARK Hedge Fund470.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV470.1m AUM93.8b #Funds2
Adviser GARDA CAPITAL PARTNERS Hedge Fund106.6b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV106.6b AUM106.6b #Funds3
Adviser AQR CAPITAL MANAGEMENT, LLC Hedge Fund79.8b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV79.8b AUM160.5b #Funds183
Adviser EXODUSPOINT CAPITAL MANAGEMENT, LP Hedge Fund139.8b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV139.8b AUM119.7b #Funds7
Adviser ONEDIGITAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM142.6b #Funds-
Adviser ALPHADYNE ASSET MANAGEMENT LP Hedge Fund147.4b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV147.4b AUM147.4b #Funds9
Adviser SQUAREPOINT OPS LLC Hedge Fund162.5b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV162.5b AUM182.2b #Funds20
Adviser BRACEBRIDGE CAPITAL, LLC Hedge Fund99.5b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV99.5b AUM84.7b #Funds12

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$2,449,264,281 % Position3.00% $ Change-14.00% # Change-3.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$1,860,716,090 % Position3.00% $ Change-12.00% # Change-1.00%
Stck Ticker464287200 Stock NameISHARES TR $ Position$1,439,675,161 % Position2.00% $ Change6.00% # Change11.00%
Stck Ticker084670108 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$1,519,434,365 % Position2.00% $ Change18.00% # Change1.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$1,328,549,723 % Position2.00% $ Change18.00% # Change1.00%
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$1,226,760,579 % Position2.00% $ Change7.00% # Change13.00%
Stck Ticker922908736 Stock NameVANGUARD INDEX FDS $ Position$548,361,070 % Position1.00% $ Change-6.00% # Change4.00%
Stck Ticker464287507 Stock NameISHARES TR $ Position$430,833,587 % Position1.00% $ Change-6.00% # Change1.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$660,505,536 % Position1.00% $ Change22.00% # Change6.00%
Stck Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$444,786,228 % Position1.00% $ Change-5.00% # Change0.00%

Brochure Summary