Adviser Profile

As of Date 04/23/2025
Registration status Terminated
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 3,878,375,778 -4%
of that, discretionary 3,846,881,070 -5%
Number of Employees 19
of those in investment advisory functions 10 11%
Private Fund GAV* 0
Avg Account Size 168,625,034 8%
SMA’s Yes
Private Funds 0 1

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

6B 5B 4B 3B 3B 2B 871M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary