06/02/2023
- Large advisory firm
1,700 54.55%
777 18.26%
SEC, Approved, 10/3/2008
105,230,209,755 1.55%
104,306,134,650 1.69%
YES
1
Phone: 312 xxxxxxx
Fax: 312 xxxxxxx
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
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BarronsStocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...
BarronsNomura and Credit Suisse warned of losses after the U.S. hedge fund, named by sources as Archegos Capital ... chief investment strategist at Hightower Advisors. At 10:04 a.m. ET, the Dow Jones Industrial Average was up 16.14 points, or 0.05%, at 33,089.02 ...
ReutersNomura and Credit Suisse are facing billions of dollars in losses after a U.S. hedge fund, named by sources as Archegos Capital, defaulted on margin calls, putting investors on edge about who else ...
theglobeandmail.com| Fund Type | Count | GAV |
|---|---|---|
| Hedge Fund | 1 | $57,608 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | |
|---|---|---|---|---|---|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | 38.8m | - | 14.8m | - | - | - | 149.8m | |
| CHILTON INVESTMENT SERVICES, LLC | 16.7m | - | 6m | - | - | - | 108.3m | |
| ROCKEFELLER & CO. LLC | 25.3m | - | 89.1m | - | - | - | 2.6b | |
| ANGELES INVESTMENT ADVISORS, LLC. | 882.5m | - | 199.9m | - | - | - | 2.5b | |
| MERISTEM FAMILY WEALTH, LLC | 208.8m | - | 39.5m | - | - | - | 353.3m | |
| RUSSELL INVESTMENTS CAPITAL, LLC | 742.8m | - | 219.4m | - | - | - | 19.3b | |
| ICAPITAL ADVISORS, LLC | 855.6m | - | 205.7m | - | - | - | 15.1b | |
| ORBIMED ADVISORS LLC | 4b | - | 1.8b | - | - | - | 11.5b | |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 3.2b | - | 361m | - | - | - | 3.2b | |
| ALLIANZ GLOBAL INVESTORS U.S. LLC | 626.8m | - | 97m | - | - | - | 3.7b |