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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 55 -64.29%
of those in investment advisory functions 45 -34.78%
Registration SEC, Approved, 01/23/2017
AUM* 21,715,835,393 -65.10%
of that, discretionary 16,177,803,478 -73.13%
Private Fund GAV* 0
Avg Account Size 278,408,146 -92.39%
SMA’s Yes
Private Funds 0
Contact Info (97 xxxxxxx

Client Types

- Insurance companies

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
60B 52B 43B 34B 26B 17B 9B
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary