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Company Profile

As of Date 11/26/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser
Number of Employees 409 -29.97%
of those in investment advisory functions 125 -32.80%
AUM* 351,782,830,360 -14.29%
of that, discretionary 346,356,286,697 -14.64%
Private Fund GAV* 5,408,459,780 -38.97%
Avg Account Size 88,321,072 -11.80%
High Net Worth 4.07% 38.32%
SMA’s Yes
Private Funds 7 7
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
387B 332B 277B 221B 166B 111B 55B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count7 GAV$5,408,459,780

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