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At a Glance

(as of March 31, 2013)

  • Build global multi-asset class investment portfolios for families, endowments, and foundations
  • Provide a platform of pooled vehicles
  • Founded in 1994
  • Privately owned
  • $25.1 billion under management, with $10.4 billion in alternatives
  • Approximately 130 employees
  • 20-person research team
  • SEC-registered investment advisor
  • Offices in San Francisco and New York City