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Adviser Profile

As of Date 06/04/2024
Adviser Type - Large advisory firm
Number of Employees 158
of those in investment advisory functions 47 11.90%
Registration SEC, Approved, 11/04/2013
AUM* 884,648,000 -15.42%
of that, discretionary 884,648,000 -15.42%
Private Fund GAV* 0
Avg Account Size 294,882,667 -15.42%
SMA’s Yes
Private Funds 0
Contact Info 214 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 830M 553M 277M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary