Company Profile

As of Date 03/02/2026
ADV Location China / Singapore / Switzerland / United Kingdom / United States, CA / United States, DE / United States, NJ / United States, NY
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Pension consultant
Number of Employees 10,400 5%
of those in investment advisory functions 2,021 -20%
AUM* 6,743,234,343,688 12%
of that, discretionary 6,608,563,817,086 11%
Private Fund GAV* 465,668,072,707 2%
Avg Account Size 128,618,951 8%
High Net Worth 28.63% 3%
SMA’s Yes
Private Funds 759 117
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Business development companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees

Disclosure Reporting

11.C(1) SEC/CFTC found false statement
11.C(2) SEC/CFTC found violation
11.C(4) SEC/CFTC order in investment-related activity
11.C(5) SEC/CFTC civil penalty / cease and desist
11.D(1) Other regulator found dishonest/unethical
11.D(2) Other regulator found violation
11.D(4) Other regulator order (past 10 yrs)
11.E(2) SRO found rule violation
11.G Currently subject to regulatory proceeding
11.H(1)(c) Court dismissed pursuant to settlement
11.H(2) Currently subject to civil proceeding

Reported AUM

5,922B 5,076B 4,230B 3,384B 2,538B 1,692B 846B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count291 GAV$84,214,735,241
Fund TypeLiquidity Fund Count11 GAV$239,984,505,173
Fund TypePrivate Equity Fund Count309 GAV$80,686,316,315
Fund TypeReal Estate Fund Count18 GAV$7,230,209,813
Fund TypeSecuritized Asset Fund Count57 GAV$26,704,719,217
Fund TypeOther Private Fund Count73 GAV$26,847,586,948

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM