Adviser Profile

As of Date 05/21/2025
Registration status Terminated
ADV Location SANTA MONICA, CA, United States
Contact Info (31 xxxxxxx
Websites
AUM* 9,424,688,011 1%
of that, discretionary 8,898,716,440 2%
Number of Employees 160
of those in investment advisory functions 30
Private Fund GAV* 0
Avg Account Size 785,390,668 1%
SMA’s Yes
Private Funds 0 16

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- 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
- Performance-based fees

Reported AUM

9B 8B 6B 5B 4B 3B 1B
2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary