Adviser Profile

As of Date 11/24/2024
Registration status Terminated
ADV Location SEATTLE, WA, United States
Contact Info 212 xxxxxxx
Websites
AUM* 6,065,225,799 -7%
of that, discretionary 6,065,225,799 -7%
Number of Employees 7 -13%
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
Avg Account Size 336,956,989 -7%
SMA’s Yes
Private Funds 0 9

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 935M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary