Adviser Profile

As of Date 09/14/2026
Registration SEC, Approved, 09/17/2003
ADV Location PITTSBURGH, PA, United States
Contact Info 800 xxxxxxx
Websites
AUM* 30,273,072,662 27%
of that, discretionary 28,204,261,140 26%
Number of Employees 1,713 16%
of those in investment advisory functions 825 6%
Private Fund GAV* 0
Avg Account Size 184,476 17%
% High Net Worth 1.94% 61%
SMA’s Yes
Private Funds 35 35

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

28B 24B 20B 16B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date01/08/2026 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS Filing Date10/28/2024 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS Filing Date09/20/2023 Form ADV-E View Report

Private Funds Structure

Count GAV
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