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Adviser Profile

As of Date 03/31/2025
Adviser Type - Outside the United States
Number of Employees 60 36.36%
of those in investment advisory functions 46 109.09%
Registration SEC, Approved, 09/21/2017
AUM* 10,963,780,473 135.51%
of that, discretionary 10,941,268,287 135.02%
Private Fund GAV* 0
Avg Account Size 522,084,784 0.93%
SMA’s Yes
Private Funds 0
Contact Info (65 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- State or municipal government entities
- Other investment advisers
- Sovereign wealth funds and foreign official institutions

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
5B 4B 4B 3B 2B 1B 738M
2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary