The LAZARD GROUP is a publicly held investment adviser that advises $208.43Bn in regulatory assets under management held in 4 SEC fund types across 11 investment strategies. LAZARD GROUP is a Public/Private Fund Assets decreased by 13.15% over the last 5-years.
The Group has been registered with the SEC for 30.79 years and is comprised of 3 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 30 ROCKEFELLER PLAZA, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 24 US and Non-US bodies.
They have 557 employees comprised of 265 investment and 292 non-investment staff. The total number of Employees increased by 6.5% over the last 5-years.
Their $208.43Bn in assets advised are owned by 250 private funds, 282 public funds and BDCs and 820 other accounts. Assets of Investment Companies (IC) clients own $90.51Bn or 43.43% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $32.69Bn or 15.68% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 62.18%, 19.09% and 13.43% of total assets, respectively.
They advise 11 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 33 Fund Administrators, 8 Fund Auditors, 8 Prime Brokers, 31 Custodians and 27 Marketers. It does not report a third-party Fund Administrator in 54 private funds with $6.7Bn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
LAZARD GROUP names 1 sub-adviser GARDNER RUSSO & QUINN LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 1 fund.