| As of Date | 11/21/2025 |
| ADV Location | United States, NY |
| Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 3,131 -1% |
| of those in investment advisory functions | 1,409 -5% |
| AUM* | 502,606,424,005 5% |
| of that, discretionary | 495,258,507,244 5% |
| Private Fund GAV* | 38,149,088,129 -15% |
| Avg Account Size | 11,093,106 3% |
| High Net Worth | 33.63% 6% |
| SMA’s | Yes |
| Private Funds | 182 6 |
| 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
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- 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
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count89 | GAV$11,913,291,148 |
| Fund TypePrivate Equity Fund | Count25 | GAV$2,921,157,848 |
| Fund TypeSecuritized Asset Fund | Count51 | GAV$19,512,791,476 |
| Fund TypeOther Private Fund | Count17 | GAV$3,801,847,657 |