Adviser Profile

As of Date 01/17/2025
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 47,865,190,295 7%
of that, discretionary 47,737,731,341 7%
Number of Employees 146 -3%
of those in investment advisory functions 75 4%
Private Fund GAV* 0
Avg Account Size 218,562,513 6%
% High Net Worth 0.46% -1%
SMA’s Yes
Private Funds 0 206

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

48B 41B 34B 27B 20B 14B 7B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary