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Adviser Profile

As of Date 06/20/2024
Adviser Type - Large advisory firm
Number of Employees 46 -70.13%
of those in investment advisory functions 36 -47.83%
Registration SEC, Approved, 01/23/2017
AUM* 19,734,537,132 -68.28%
of that, discretionary 15,007,505,471 -75.07%
Private Fund GAV* 0
Avg Account Size 822,272,381 -77.53%
SMA’s Yes
Private Funds 0
Contact Info (97 xxxxxxx

Client Types

- Insurance companies

Advisory Activities

- 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