| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 09/18/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 3,593 -9% |
| of those in investment advisory functions | 2,282 -8% |
| AUM* | 479,167,193,859 25% |
| of that, discretionary | 440,913,075,716 27% |
| Private Fund GAV* | 8,757,661,222 6% |
| Avg Account Size | 5,341,112 7% |
| High Net Worth | 3.32% 45% |
| SMA’s | Yes |
| Private Funds | 33 14 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Financial planning services
- 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
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count24 | GAV$8,305,540,882 |
| Fund TypePrivate Equity Fund | Count3 | GAV$52,822,950 |
| Fund TypeOther Private Fund | Count6 | GAV$399,297,390 |