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Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 12/13/2019
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 1,935,907,933 -9%
of that, discretionary 1,204,817,864 -13%
Number of Employees 447 6%
of those in investment advisory functions 35 -17%
Private Fund GAV* 0
Avg Account Size 967,953,967 -9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 2B 2B 2B 1B 760M 380M
2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary