Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 01/08/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 384 3.23% |
of those in investment advisory functions | 36 9.09% |
Registration | SEC, Approved, 08/18/2004 |
AUM* | 2,128,105,140 8.51% |
of that, discretionary | 2,128,105,140 8.51% |
Private Fund GAV* | 0 |
Avg Account Size | 236,456,127 -15.60% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 610 xxxxxxx |
Websites |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds