Adviser Profile

As of Date 05/11/2022
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 21,801,284,330
of that, discretionary 21,801,284,330
Number of Employees 43
of those in investment advisory functions 30
Private Fund GAV* 0
Avg Account Size 4,360,256,866
SMA’s Yes
Private Funds 0 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

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

25B 21B 18B 14B 11B 7B 4B
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock NameNo Securities Beneficially Owned $ Position$ % Position $ Change0.00% # Change0.00%