| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 03/26/2012 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 82,988,884,015 134% |
| of that, discretionary | 81,123,091,576 142% |
| Number of Employees | 99 13% |
| of those in investment advisory functions | 71 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 568,417,014 71% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$210,718,782 | % Position8.00% | $ Change7.00% | # Change-6.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$163,800,254 | % Position7.00% | $ Change19.00% | # Change-4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$129,230,331 | % Position5.00% | $ Change19.00% | # Change4.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$124,928,287 | % Position5.00% | $ Change9.00% | # Change-5.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$132,440,751 | % Position5.00% | $ Change4.00% | # Change3.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$90,414,463 | % Position4.00% | $ Change-2.00% | # Change-20.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$71,579,731 | % Position3.00% | $ Change4223.00% | # Change1414.00% |
| Stck Ticker172967424 | Stock NameCITIGROUP INC | $ Position$68,119,931 | % Position3.00% | $ Change16.00% | # Change-6.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$77,231,297 | % Position3.00% | $ Change11.00% | # Change-15.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$67,194,095 | % Position3.00% | $ Change12.00% | # Change-45.00% |