Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 07/22/2010
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 2,312,519,870 48%
of that, discretionary 2,312,519,870 48%
Number of Employees 23 -4%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 2,312,519,870 48%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

3B 2B 2B 1B 1B 728M 364M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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