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Adviser Profile

AUM* 4,469,202,658 1334%
of that, discretionary 4,469,202,658 1334%
Number of Employees 290 34%
of those in investment advisory functions 127 38%
Private Fund GAV* 0
Avg Account Size 2,234,601,329 617%
SMA’s No
Private Funds 2 1

Adviser Type

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

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

4B 4B 3B 3B 2B 1B 638M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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