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Adviser Profile

Registration status Terminated
As of Date 11/24/2024
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 7 -12.50%
of those in investment advisory functions 7 -12.50%
AUM* 6,065,225,799 -7.36%
of that, discretionary 6,065,225,799 -7.36%
Private Fund GAV* 0 -100.00%
Avg Account Size 336,956,989 -7.36%
SMA’s Yes
Private Funds 0 9
Contact Info 212 xxxxxxx
Websites

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

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

Private Funds



Employees

Brochure Summary