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At a Glance

(as of December 31, 2016)

  • Build global, multi-asset class investment portfolios for families, endowments, and foundations
  • Provide a platform of pooled vehicles
  • Founded in 1994
  • Privately owned
  • $29.6 billion under management, with $11.3 billion in alternatives
  • Approximately 150 employees
  • 25-person research team
  • SEC-registered investment advisor
  • Offices in San Francisco and New York City