| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 09/22/2025 |
|
Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 297 12.08% |
| of those in investment advisory functions | 104 18.18% |
| Registration | SEC, Approved, 07/02/1987 |
| AUM* | 128,353,360,923 29.63% |
| of that, discretionary | 128,353,360,923 29.63% |
| Private Fund GAV* | 0 |
| Avg Account Size | 445,671,392 130.46% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 852 xxxxxxx |
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees