other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 60 46.34%
of those in investment advisory functions 33 94.12%
Registration SEC, Approved, 03/30/2012
AUM* 78,356,981,797 4.35%
of that, discretionary 78,356,981,797 4.35%
Private Fund GAV* 0
Avg Account Size 8,706,331,311 4.35%
SMA’s Yes
Private Funds 0
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

118B 101B 85B 68B 51B 34B 17B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary