Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/09/2009
ADV Location OLD GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 19,352,910,000 26%
of that, discretionary 19,352,910,000 26%
Number of Employees 164 1%
of those in investment advisory functions 68 -1%
Private Fund GAV* 0
Avg Account Size 19,352,910,000 26%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

19B 17B 14B 11B 8B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary