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Company Profile

As of Date 10/03/2024
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 4,565 10.43%
of those in investment advisory functions 829 -2.70%

Client Types

- 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

Advisory Activities

- 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

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
701B 601B 501B 401B 300B 200B 100B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count21 GAV$3,966,404,624
Fund TypePrivate Equity Fund Count7 GAV$310,811,275
Fund TypeReal Estate Fund Count11 GAV$1,346,336,705
Fund TypeOther Private Fund Count17 GAV$3,341,577,832

Related Companies

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Related Companies Historical AUM