| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/02/2018 |
| ADV Location | PHILADELPHIA, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 16,095,716,000 -11% |
| of that, discretionary | 16,095,716,000 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,365,238,667 -41% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 736 16%
of those in investment advisory functions 192 7%
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds