| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 09/15/2025 |
| Adviser Type - An investment adviser (or subadviser) to an investment company | |
| Number of Employees | 23 4.55% |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 04/30/2014 |
|
|
|
| AUM* | 46,063,913,101 89.35% |
| of that, discretionary | 46,063,913,101 89.35% |
| Private Fund GAV* | 0 |
| Avg Account Size | 853,035,428 61.30% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 855 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds