Adviser Profile

AUM* 381,602,218,259 24%
of that, discretionary 381,602,218,259 24%
Number of Employees 2,516 54%
of those in investment advisory functions 636 0%
Private Fund GAV* 514,313,681,736 33%
Avg Account Size 2,341,117,903 -5%
SMA’s No
Private Funds 888 158

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

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

Reported AUM

382B 327B 273B 218B 164B 109B 55B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary