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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 223 -0.45%
of those in investment advisory functions 86 6.17%
Registration SEC, Approved, 12/16/1994
AUM* 24,748,075,822 -7.39%
of that, discretionary 24,727,172,816 -1.39%
Private Fund GAV* 0
Avg Account Size 309,350,948 8.81%
SMA’s Yes
Private Funds 0
Contact Info 852 xxxxxxx
Websites

Client Types

- Individuals (other than 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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

37B 31B 26B 21B 16B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary