Adviser Profile

As of Date 02/09/2024
Registration status Terminated
ADV Location SUMMIT, NJ, United States
Contact Info 908 xxxxxxx
Websites
AUM* 3,483,619,133 -4%
of that, discretionary 3,483,619,133 -4%
Number of Employees 9 -36%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 290,301,594 12%
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

7B 6B 5B 4B 3B 2B 1B
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees