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Adviser Profile

As of Date 11/07/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 76 -16.48%
of those in investment advisory functions 9 -30.77%
Registration SEC, Approved, 1/2/2013
AUM* 18,118,911,081 -4.60%
of that, discretionary 17,919,720,272 -3.78%
Private Fund GAV* 0 -100.00%
Avg Account Size 323,551,984 0.51%
SMA’s Yes
Private Funds 0 3
Contact Info 813 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- Sovereign wealth funds and foreign official institutions

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
42B 36B 30B 24B 18B 12B 6B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees