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Adviser Profile

As of Date 03/31/2025
Adviser Type - Outside the United States
Number of Employees 53 -11.67%
of those in investment advisory functions 22 -33.33%
Registration SEC, Approved, 09/21/2017
AUM* 12,942,771,289 -19.09%
of that, discretionary 12,942,771,289 -19.09%
Private Fund GAV* 0
Avg Account Size 190,334,872 -54.79%
SMA’s Yes
Private Funds 0
Contact Info 008 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
29B 25B 21B 17B 13B 8B 4B
2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary