| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 10/07/2024 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 3 -62.50% |
| of those in investment advisory functions | 3 -25.00% |
| Registration | SEC, Approved, 06/07/1996 |
| AUM* | 439,667,768 -73.87% |
| of that, discretionary | 439,667,768 -73.87% |
| Private Fund GAV* | 0 |
| Avg Account Size | 219,833,884 -8.54% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 847 xxxxxxx |
- Investment companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds