other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 05/12/2025
Adviser Type - Large advisory firm
Number of Employees 110 -3.51%
of those in investment advisory functions 23 -11.54%
Registration SEC, Approved, 07/01/1996
AUM* 61,549,407,102 25.28%
of that, discretionary 61,492,400,442 25.75%
Private Fund GAV* 0
Avg Account Size 310,855,591 58.81%
SMA’s Yes
Private Funds 0
Contact Info +81 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

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
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

49B 42B 35B 28B 21B 14B 7B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary