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Adviser Profile

As of Date 01/02/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 2,021 -5.52%
of those in investment advisory functions 541 -7.84%
Registration SEC, Approved, 10/30/1979
AUM* 1,282,732,502,947 6.48%
of that, discretionary 1,193,347,496,537 5.42%
Private Fund GAV* 40,752,027,669
Avg Account Size 822,791,856 -8.62%
SMA’s Yes
Private Funds 88 9
Contact Info 617 xxxxxxx
Websites

Client Types

- 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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
1,403B 1,203B 1,002B 802B 601B 401B 200B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count38 GAV$26,076,713,249
Fund TypePrivate Equity Fund Count1 GAV$
Fund TypeOther Private Fund Count49 GAV$14,675,314,420

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