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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 160 -9.09%
of those in investment advisory functions 13
Registration SEC, Approved, 01/08/2001
AUM* 254,307,000,000 14.18%
of that, discretionary 254,307,000,000 14.18%
Private Fund GAV* 0
Avg Account Size 1,856,255,474 10.01%
SMA’s No
Private Funds 0 1
Contact Info 517 xxxxxxx

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
285B 245B 204B 163B 122B 82B 41B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary