Adviser Profile

As of Date 03/22/2026
Registration status Terminated
ADV Location NEWARK, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 26,260,947,188 96%
of that, discretionary 26,260,947,188 96%
Number of Employees 39 26%
of those in investment advisory functions 30 15%
Private Fund GAV* 0
Avg Account Size 8,753,649,063 31%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Insurance companies

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

26B 23B 19B 15B 11B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date12/23/2025 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date01/28/2025 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date02/23/2024 Form ADV-E View Report

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Brochure Summary