| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/17/1984 |
| ADV Location | WILMINGTON, DE, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 16,075,278,633 9% |
| of that, discretionary | 16,075,278,633 9% |
| Number of Employees | 39 11% |
| of those in investment advisory functions | 34 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,607,527,863 9% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds