Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/28/2025 |
Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 273 -12.78% |
of those in investment advisory functions | 71 -29.00% |
Registration | SEC, Approved, 09/07/2017 |
AUM* | 43,374,626,309 5107.43% |
of that, discretionary | 41,290,676,791 4857.23% |
Private Fund GAV* | 0 |
Avg Account Size | 1,239,275,037 197.57% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 00 xxxxxxx |
Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$522,474 | % Position8.00% | $ Change-14.00% | # Change-3.00% |
Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$409,700 | % Position6.00% | $ Change-16.00% | # Change-5.00% |
Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$373,108 | % Position5.00% | $ Change-25.00% | # Change-7.00% |
Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$241,901 | % Position4.00% | $ Change-34.00% | # Change-9.00% |
Stck Ticker023135106 | Stock NameAMAZON.COM INC | $ Position$294,777 | % Position4.00% | $ Change-21.00% | # Change-9.00% |
Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$244,478 | % Position4.00% | $ Change-8.00% | # Change-7.00% |
Stck Ticker46625H100 | Stock NameJPMORGAN CHASE CO. | $ Position$162,256 | % Position2.00% | $ Change-4.00% | # Change-6.00% |
Stck Ticker882508104 | Stock NameTEXAS INSTRUMENTS INC | $ Position$105,290 | % Position2.00% | $ Change-2.00% | # Change3.00% |
Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$122,371 | % Position2.00% | $ Change38.00% | # Change18.00% |
Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$158,491 | % Position2.00% | $ Change-23.00% | # Change-6.00% |