| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/25/2025 |
| Adviser Type
- Large advisory firm - Pension consultant - Related adviser |
|
| Number of Employees | 19 -5.00% |
| of those in investment advisory functions | 15 |
| AUM* | 5,008,349,466 -6.96% |
| of that, discretionary | 3,150,121,588 8.74% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,504,174,733 72.88% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
- State or municipal government entities
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds