Adviser Profile

As of Date 03/09/2026
Registration SEC, Approved, 10/30/1996
Contact Info (40 xxxxxxx
Websites
AUM* 283,025,954 11%
of that, discretionary 283,025,954 11%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 283,025,954 11%
SMA’s No
Private Funds 0

Adviser Type

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

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

866M 742M 619M 495M 371M 247M 124M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees