Company Profile

As of Date 08/25/2026
ADV Location United States, PA
Websites
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

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

42B 36B 30B 24B 18B 12B 6B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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Related Companies

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