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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 146
of those in investment advisory functions 28 12.00%
Registration SEC, Approved, 11/02/1978
AUM* 150,368,021,677 1.84%
of that, discretionary 150,368,021,677 1.84%
Private Fund GAV* 0
Avg Account Size 826,197,921 1.84%
SMA’s No
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
194B 166B 138B 111B 83B 55B 28B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary