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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 3 -40.00%
of those in investment advisory functions 3 -25.00%
Registration SEC, Approved, 11/17/2014
AUM* 2,406,792,590 9.52%
of that, discretionary 2,406,792,590 9.52%
Private Fund GAV* 0 -100.00%
Avg Account Size 1,222,343 74.82%
% High Net Worth 1.17% -3.39%
SMA’s Yes
Private Funds 0
Contact Info 970 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 710M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary