| As of Date | 11/12/2025 |
| Registration status | Terminated |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 47,609,881,149 -11% |
| of that, discretionary | 367,832,704 30% |
| Number of Employees | 625 |
| of those in investment advisory functions | 27 |
| Private Fund GAV* | 0 |
| Avg Account Size | 689,998,278 -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- State or municipal government entities
- Other
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds