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Adviser Profile

Registration status Terminated
As of Date 07/04/2022
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 513 -5.70%
of those in investment advisory functions 152 23.58%
AUM* 89,581,833,659 20.94%
of that, discretionary 89,581,833,659 20.94%
Private Fund GAV* 0
Avg Account Size 223,954,584 34.84%
SMA’s Yes
Private Funds 0
Contact Info 00 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- 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

90B 77B 64B 51B 38B 26B 13B
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees