| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 02/21/2025 |
|
Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 94 13.25% |
| of those in investment advisory functions | 38 2.70% |
| Registration | SEC, Approved, 03/30/2012 |
| AUM* | 8,354,243,381 22.64% |
| of that, discretionary | 8,353,741,397 22.65% |
| Private Fund GAV* | 0 |
| Avg Account Size | 48,012,893 5.72% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 82- xxxxxxx |
| Websites |
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees