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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 5
of those in investment advisory functions 5
Registration SEC, Approved, 03/24/2009
AUM* 2,226,389,198 -30.42%
of that, discretionary 2,226,389,198 -30.42%
Private Fund GAV* 0
Avg Account Size 445,277,840 -16.50%
SMA’s No
Private Funds 0
Contact Info 214 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 749M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees