| As of Date | 08/24/2026 |
| Registration | SEC, Approved, 09/04/2018 |
| ADV Location | TOKYO, Japan |
| Contact Info | +81 xxxxxxx |
| Websites |
| AUM* | 406,959,236,818 6% |
| of that, discretionary | 401,045,445,429 4% |
| Number of Employees | 6,400 2% |
| of those in investment advisory functions | 300 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,485,327 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds