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At a Glance

(as of September 30, 2011)

  • Build global multi-asset class investment portfolios for families, foundations, and endowments
  • Provide a platform of pooled vehicles
  • Founded in 1994
  • Privately owned
  • $21.5 billion under management, with $9.3 billion in alternatives
  • Approximately 125 employees
  • 20-person research team
  • SEC-registered investment advisor
  • Offices in San Francisco and New York City