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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/31/1995
ADV Location RADNOR, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 10,800,860,665 20%
of that, discretionary 10,800,860,665 14%
Number of Employees 60 -6%
of those in investment advisory functions 30
Private Fund GAV* 0
Avg Account Size 216,017,213 26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- 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

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

25B 21B 18B 14B 11B 7B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary