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Adviser Profile

AUM* 4,310,083,487 25%
of that, discretionary 4,310,083,487 25%
Number of Employees 10 -9%
of those in investment advisory functions 4 -33%
Private Fund GAV* 0
Avg Account Size 718,347,248 -17%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

5B 4B 4B 3B 2B 1B 741M
2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary