Adviser Profile

AUM* 1,232,945,555 3410%
of that, discretionary 1,232,945,555 3410%
Number of Employees 15
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 13,699,395 602%
SMA’s No
Private Funds 0

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

Reported AUM

1B 1B 881M 705M 528M 352M 176M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees