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Adviser Profile

AUM* 29,447,324,578 -26%
of that, discretionary 27,378,763,800 -25%
Number of Employees 100 30%
of those in investment advisory functions 39 8%
Private Fund GAV* 0
Avg Account Size 460,114,447 5%
SMA’s Yes
Private Funds 0 3

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

36B 31B 26B 21B 16B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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