{{ Info.Overview }}

Adviser Profile

As of Date 05/19/2026
Registration SEC, Approved, 06/23/2025
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
AUM* 16,368,611,483
of that, discretionary 16,368,611,483
Number of Employees 65 1200%
of those in investment advisory functions 17 1600%
Private Fund GAV* 9,050,771,556
Avg Account Size 389,728,845
SMA’s No
Private Funds 32 32

Adviser Type

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

Client Types

- Investment companies
- Pooled investment vehicles
- Insurance companies
- Sovereign wealth funds and foreign official institutions

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

16B 14B 12B 9B 7B 5B 2B
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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