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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 220 13.99%
of those in investment advisory functions 49 2.08%
Registration SEC, Approved, 03/07/2003
AUM* 545,530,164,135 36.17%
of that, discretionary 314,486,344,675 23.81%
Private Fund GAV* 0
Avg Account Size 1,360,424,349 44.32%
SMA’s Yes
Private Funds 0
Contact Info 800 xxxxxxx

Client Types

- Investment companies
- Pooled investment vehicles
- Other

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
261B 223B 186B 149B 112B 74B 37B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary