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Adviser Profile

As of Date 06/17/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 122 -1.61%
of those in investment advisory functions 64 1.59%
Registration SEC, Approved, 09/15/2017
AUM* 13,197,464,146 -13.32%
of that, discretionary 12,920,200,806 -13.04%
Private Fund GAV* 0
Avg Account Size 169,198,258 -13.32%
SMA’s Yes
Private Funds 0
Contact Info 852 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

31B 26B 22B 18B 13B 9B 4B
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary