| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 10/29/2024 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 20 |
| of those in investment advisory functions | 9 12.50% |
| Registration | SEC, Approved, 11/29/2005 |
| AUM* | 7,113,460,994 16.56% |
| of that, discretionary | 7,113,460,994 16.56% |
| Private Fund GAV* | 0 |
| Avg Account Size | 646,678,272 16.56% |
| % High Net Worth | 6.45% 100.00% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 914 xxxxxxx |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds