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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 08/28/2025
Contact Info 1 3 xxxxxxx
Websites
AUM* 4,767,461,043 26%
of that, discretionary 4,767,461,043 26%
Number of Employees 4 300%
of those in investment advisory functions 4 300%
Private Fund GAV* 0
Avg Account Size 953,492,209 126%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

5B 4B 3B 3B 2B 1B 681M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees