(as of March 31, 2012)
- Build global multi-asset class investment portfolios for families, foundations, and endowments
- Provide a platform of pooled vehicles
- Founded in 1994
- Privately owned
- $23.0 billion under management, with $9.7 billion in alternatives
- Approximately 125 employees
- 20-person research team
- SEC-registered investment advisor
- Offices in San Francisco and New York City
