other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 07/25/2025
Adviser Type - Related adviser
Number of Employees 37 -27.45%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 12/12/2016

Client Types

Advisory Activities

- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary