| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 09/16/1983 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 42,158,773,377 -27% |
| of that, discretionary | 42,158,773,377 -27% |
| Number of Employees | 57 -41% |
| of those in investment advisory functions | 8 -38% |
| Private Fund GAV* | 0 |
| Avg Account Size | 577,517,444 -10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management