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Adviser Profile

Registration status Terminated
As of Date 11/22/2022
Adviser Type - Large advisory firm
Number of Employees 2,273 46.27%
of those in investment advisory functions 2,273 308.08%
AUM* 90,234,426,947 15.72%
of that, discretionary 90,234,426,947 15.72%
Private Fund GAV* 0
Avg Account Size 444,504,566 40.23%
SMA’s No
Private Funds 0 111
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
90B 77B 64B 52B 39B 26B 13B
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees