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Adviser Profile

As of Date 11/26/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 368 -2.39%
of those in investment advisory functions 69 11.29%
Registration SEC, Approved, 11/04/1982
AUM* 15,543,189,218 14.30%
of that, discretionary 15,543,189,218 14.30%
Private Fund GAV* 0
Avg Account Size 597,814,970 23.09%
SMA’s Yes
Private Funds 0
Contact Info 44( xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions

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

Discretionary
Non-discretionary
15B 13B 11B 9B 7B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary