Adviser Profile

AUM* 984,000,000
of that, discretionary 984,000,000
Number of Employees 6 50%
of those in investment advisory functions 6 100%
Private Fund GAV* 0
Avg Account Size 109,333,333
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

984M 843M 703M 562M 422M 281M 141M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees