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

Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 50 38.89%
of those in investment advisory functions 22 10.00%
Registration SEC, Approved, 02/27/2012
AUM* 15,881,260,834 18.58%
of that, discretionary 15,777,122,444 20.76%
Private Fund GAV* 11,478,298,453 11.71%
Avg Account Size 345,244,801 5.69%
SMA’s Yes
Private Funds 22 12
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies
- Other

Advisory Activities

- 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
15B 13B 11B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$1,455,731,316
Fund TypePrivate Equity Fund Count17 GAV$10,013,568,188
Fund TypeReal Estate Fund Count1 GAV$8,998,949

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 HUIZENGA CAPITAL MANAGEMENT, LLC Hedge Fund457.2m Liquidity Fund- Private Equity Fund384.8m Real Estate Fund16.8m Securitized Asset Fund- Venture Capital Fund- Other Fund12.0m Total Private Fund GAV870.7m AUM858.7m #Funds21
Adviser BBR PARTNERS, LLC Hedge Fund3.3b Liquidity Fund- Private Equity Fund3.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV6.3b AUM31.2b #Funds35
Adviser BROCKENBROUGH Hedge Fund532.8m Liquidity Fund- Private Equity Fund1.8b Real Estate Fund16.1m Securitized Asset Fund- Venture Capital Fund- Other Fund14.8m Total Private Fund GAV2.3b AUM5.4b #Funds54
Adviser J.P. MORGAN PRIVATE INVESTMENTS INC. Hedge Fund263.4m Liquidity Fund- Private Equity Fund15.8b Real Estate Fund322.0m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV16.4b AUM375.6b #Funds151
Adviser CENTRAL PARK ADVISERS, LLC Hedge Fund76.3m Liquidity Fund- Private Equity Fund471.3m Real Estate Fund24.6m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV572.2m AUM4.4b #Funds16
Adviser WESTWOOD WEALTH MANAGEMENT Hedge Fund165.3m Liquidity Fund- Private Equity Fund79.1m Real Estate Fund5.7m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV250.2m AUM638.2m #Funds13
Adviser MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC Hedge Fund646.1m Liquidity Fund- Private Equity Fund12.5b Real Estate Fund1.6b Securitized Asset Fund- Venture Capital Fund- Other Fund56.0m Total Private Fund GAV14.8b AUM42.6b #Funds71
Adviser OFFIT CAPITAL Hedge Fund1.2b Liquidity Fund- Private Equity Fund2.5b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.7b AUM20.4b #Funds156
Adviser CAZ INVESTMENTS L.P. Hedge Fund5.2b Liquidity Fund- Private Equity Fund3.5b Real Estate Fund13.7m Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV8.7b AUM8.7b #Funds144
Adviser RP MANAGEMENT, LLC Hedge Fund1.3b Liquidity Fund- Private Equity Fund1.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.0b AUM18.3b #Funds9

Brochure Summary