| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/01/2024 |
|
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 |
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- Sovereign wealth funds and foreign official institutions
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees