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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 65 -32.29%
of those in investment advisory functions 22 -26.67%
Registration SEC, Approved, 02/09/2010
AUM* 4,786,354,089 -23.32%
of that, discretionary 4,786,354,089 -14.64%
Private Fund GAV* 0
Avg Account Size 59,090,791 -10.06%
SMA’s Yes
Private Funds 0
Contact Info 852 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
9B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary