Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 04/01/2013
ADV Location ST. LOUIS, MO, United States
Contact Info 314 xxxxxxx
AUM* 203,755,416,203 14%
of that, discretionary 203,755,416,203 14%
Number of Employees 232 -6%
of those in investment advisory functions 232 -6%
Private Fund GAV* 0
Avg Account Size 15,673,493,554 14%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

204B 175B 146B 116B 87B 58B 29B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees