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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 270 1.50%
of those in investment advisory functions 144 13.39%
Registration SEC, Approved, 08/04/1992
AUM* 201,358,536,273 16.27%
of that, discretionary 200,700,456,023 16.24%
Private Fund GAV* 0 -100.00%
Avg Account Size 40,711,390 -33.66%
% High Net Worth 2.79% 55.75%
SMA’s Yes
Private Funds 0 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
220B 189B 157B 126B 94B 63B 31B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees