Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 09/27/2007
ADV Location NASHVILLE, TN, United States
Contact Info 425 xxxxxxx
Websites
AUM* 4,686,109,588 25%
of that, discretionary 4,686,109,588 25%
Number of Employees 20 5%
of those in investment advisory functions 7 250%
Private Fund GAV* 0
Avg Account Size 275,653,505 32%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5B 4B 3B 3B 2B 1B 669M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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