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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 104 8.33%
of those in investment advisory functions 19 11.76%
Registration SEC, Approved, 04/04/2001
AUM* 189,310,420,160 32.44%
of that, discretionary 189,310,420,160 32.44%
Private Fund GAV* 0
Avg Account Size 1,057,600,113 -6.04%
SMA’s Yes
Private Funds 0
Contact Info 004 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
173B 148B 124B 99B 74B 49B 25B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary