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Company Profile

As of Date 03/27/2026
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 3,063 -3%
of those in investment advisory functions 1,550 4%
AUM* 557,208,581,796 16%
of that, discretionary 553,518,054,185 17%
Private Fund GAV* 38,426,472,583 -15%
Avg Account Size 11,685,931 9%
High Net Worth 34.74% 9%
SMA’s Yes
Private Funds 188 2
Websites

Client Types

- 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

Advisory Activities

- 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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Disclosure Reporting

11.D(2) Other regulator found violation

Reported AUM

463B 397B 331B 265B 198B 132B 66B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count92 GAV$10,413,775,148
Fund TypePrivate Equity Fund Count29 GAV$4,106,760,635
Fund TypeSecuritized Asset Fund Count50 GAV$20,123,793,504
Fund TypeOther Private Fund Count17 GAV$3,782,143,296

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