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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 14 -6.67%
of those in investment advisory functions 14 -6.67%
Registration SEC, Approved, 11/28/2003
AUM* 12,785,649,712 -53.81%
of that, discretionary 12,785,649,712 -53.81%
Private Fund GAV* 0
Avg Account Size 983,511,516 -39.59%
SMA’s No
Private Funds 0
Contact Info (41 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
38B 32B 27B 22B 16B 11B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees