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Adviser Profile

As of Date 03/14/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 51 2.00%
of those in investment advisory functions 11 -8.33%
Registration SEC, Approved, 09/05/2013
AUM* 10,815,275,129 0.49%
of that, discretionary 10,815,275,129 0.49%
Private Fund GAV* 0
Avg Account Size 212,064,218 -9.37%
SMA’s Yes
Private Funds 0
Contact Info 852 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees