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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 152 -13.14%
of those in investment advisory functions 82
Registration SEC, Approved, 03/12/2021
AUM* 47,431,152,139 0.47%
of that, discretionary 47,140,089,581 0.08%
Private Fund GAV* 0 -100.00%
Avg Account Size 275,762,512 24.42%
% High Net Worth 1.15% 100.00%
SMA’s No
Private Funds 0 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
74B 63B 53B 42B 32B 21B 11B
2021 2022 2023

Private Funds



Employees

Brochure Summary