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Adviser Profile

AUM* 167,586,519 59%
of that, discretionary 167,586,519 59%
Number of Employees 12 500%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 83,793,260 59%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

168M 144M 120M 96M 72M 48M 24M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary