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Adviser Profile

As of Date 04/09/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 218 -2.68%
of those in investment advisory functions 83 -4.60%
Registration SEC, Approved, 03/10/2009
AUM* 140,369,825,706 17.80%
of that, discretionary 132,967,142,725 19.58%
Private Fund GAV* 0 -100.00%
Avg Account Size 78,638,558 16.54%
% High Net Worth 66.42% -11.49%
SMA’s Yes
Private Funds 0 4
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
138B 118B 98B 79B 59B 39B 20B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary