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Adviser Profile

Registration status Terminated
As of Date 08/23/2022
Adviser Type - Large advisory firm
Number of Employees 65 -50.38%
of those in investment advisory functions 54 -16.92%
AUM* 18,944,524,489 25.93%
of that, discretionary 17,918,430,717 26.51%
Private Fund GAV* 0
Avg Account Size 462,061,573 35.15%
SMA’s No
Private Funds 0 41
Contact Info 860 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

18B 15B 13B 10B 8B 5B 3B
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees