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Adviser Profile

As of Date 03/31/2025
Adviser Type - Outside the United States
Number of Employees 126 -12.50%
of those in investment advisory functions 47 34.29%
Registration SEC, Approved, 04/21/2016
AUM* 67,567,717,313 89.53%
of that, discretionary 67,567,717,313 89.53%
Private Fund GAV* 0
Avg Account Size 231,396,292 72.01%
% High Net Worth 1.65% 68.72%
SMA’s Yes
Private Funds 0
Contact Info +81 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
60B 51B 43B 34B 26B 17B 9B
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary