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Adviser Profile

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

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
3B 3B 2B 2B 1B 932M 466M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees