| As of Date | 05/20/2026 |
| Registration | SEC, Approved, 03/10/2023 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 28,546,149,242 194% |
| of that, discretionary | 28,546,149,242 194% |
| Number of Employees | 826 37% |
| of those in investment advisory functions | 402 42% |
| Private Fund GAV* | 0 |
| Avg Account Size | 14,273,074,621 47% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds