Adviser Profile

AUM* 440,190,000 -28%
of that, discretionary 440,190,000 -28%
Number of Employees 89 33%
of those in investment advisory functions 4 -56%
Private Fund GAV* 0
Avg Account Size 220,095,000 -28%
SMA’s No
Private Funds 0

Adviser Type

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

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 1B 687M 344M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary