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Adviser Profile

AUM* 3,581,297,788 61%
of that, discretionary 3,581,297,788 61%
Number of Employees 16 23%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 17,641,861 137%
% High Net Worth 2.96% 63%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4B 3B 3B 2B 2B 1B 512M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary