| As of Date | 09/04/2025 |
| ADV Location | United States, TN |
| Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 3,994 -13% |
| of those in investment advisory functions | 871 5% |
| AUM* | 709,162,000,000 9% |
| of that, discretionary | 692,447,000,000 9% |
| Private Fund GAV* | 9,517,524,007 -7% |
| Avg Account Size | 10,338,693 1% |
| High Net Worth | 83.33% 1% |
| SMA’s | Yes |
| Private Funds | 83 4 |
| Websites |
- High net worth individuals
- Investment 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
- 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
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count40 | GAV$4,112,092,223 |
| Fund TypePrivate Equity Fund | Count11 | GAV$1,133,491,480 |
| Fund TypeReal Estate Fund | Count13 | GAV$1,177,815,117 |
| Fund TypeVenture Capital Fund | Count2 | GAV$ |
| Fund TypeOther Private Fund | Count17 | GAV$3,094,125,187 |