Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 03/13/1987
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 68,590,778,624 1%
of that, discretionary 68,590,778,624 1%
Number of Employees 192 -1%
of those in investment advisory functions 28
Private Fund GAV* 0
Avg Account Size 1,371,815,572 1%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

89B 76B 63B 51B 38B 25B 13B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary