| As of Date | 03/27/2026 |
| ADV Location | United States, CA |
| Adviser Type - Large advisory firm | |
| Number of Employees | 866 15% |
| of those in investment advisory functions | 276 37% |
| AUM* | 27,938,768,000 8% |
| of that, discretionary | 27,938,768,000 8% |
| Private Fund GAV* | 36,660,145,190 31% |
| Avg Account Size | 382,722,849 -4% |
| SMA’s | Yes |
| Private Funds | 194 42 |
| Websites |
- Investment companies
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count64 | GAV$12,596,882,357 |
| Fund TypePrivate Equity Fund | Count27 | GAV$10,238,161,000 |
| Fund TypeReal Estate Fund | Count57 | GAV$3,805,523,905 |
| Fund TypeSecuritized Asset Fund | Count42 | GAV$10,019,452,928 |
| Fund TypeOther Private Fund | Count4 | GAV$125,000 |