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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 45 -6.25%
of those in investment advisory functions 5 -28.57%
Registration SEC, Approved, 05/31/2022
AUM* 1,260,159,530 100.00%
of that, discretionary 1,260,159,530
Private Fund GAV* 0
Avg Account Size 96,935,348
SMA’s No
Private Funds 0
Contact Info 973 xxxxxxx
Websites

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
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2022 2023

Private Funds

No private funds

Employees

Brochure Summary