| AUM* | 43,237,965,905 85% |
| of that, discretionary | 42,238,871,035 88% |
| Number of Employees | 56 51% |
| of those in investment advisory functions | 11 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 121,114,750 98% |
| High Net Worth | 49.30% -7% |
| SMA’s | Yes |
| Private Funds | 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |