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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 13 -58.06%
of those in investment advisory functions 8 -52.94%
Registration SEC, Approved, 05/11/1992
AUM* 5,830,000,000 -8.77%
of that, discretionary 5,830,000,000 -8.77%
Private Fund GAV* 0 -100.00%
Avg Account Size 832,857,143 17.29%
SMA’s No
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
32B 27B 23B 18B 14B 9B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary