| As of Date | 03/28/2026 |
| Registration | SEC, Approved, 12/31/1990 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 292,128,789,601 17% |
| of that, discretionary | 292,128,789,601 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,516,098,700 17% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 383 -4%
of those in investment advisory functions 296 -8%
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds