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Adviser Profile

AUM* 14,051,519,652 201%
of that, discretionary 14,051,519,652 201%
Number of Employees 45
of those in investment advisory functions 14 8%
Private Fund GAV* 0
Avg Account Size 319,352,719 92%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

10B 8B 7B 6B 4B 3B 1B
2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees