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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 71 22.41%
of those in investment advisory functions 54 14.89%
Registration SEC, Approved, 07/10/2015
Other registrations (1)
AUM* 20,917,156,293 -3.63%
of that, discretionary 0
Private Fund GAV* 0
Avg Account Size 1,230,420,958 -26.30%
SMA’s No
Private Funds 0
Contact Info +1 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

25B 22B 18B 15B 11B 7B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary