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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 155 -2.52%
of those in investment advisory functions 18 5.88%
Registration SEC, Approved, 02/20/2004
AUM* 5,315,190,000 9.01%
of that, discretionary 1,383,040,000 7.11%
Private Fund GAV* 1,339,770,000 1.36%
Avg Account Size 379,656,429 1.23%
SMA’s Yes
Private Funds 5
Contact Info 205 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- Other

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

4B 4B 3B 2B 2B 1B 623M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count4 GAV$243,570,000
Fund TypeOther Private Fund Count1 GAV$1,096,200,000

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Brochure Summary