Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/30/2016
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 5,146,897,079 -12%
of that, discretionary 0
Number of Employees 11 22%
of those in investment advisory functions 10 11%
Private Fund GAV* 0
Avg Account Size 5,146,897,079 -12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

7B 6B 5B 4B 3B 2B 935M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary