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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 106 4.95%
of those in investment advisory functions 105 5.00%
Registration SEC, Approved, 06/12/1989
AUM* 542,360,790,853 29.04%
of that, discretionary 542,360,790,853 29.04%
Private Fund GAV* 0
Avg Account Size 7,043,646,634 34.07%
SMA’s No
Private Funds 0
Contact Info (41 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
422B 362B 301B 241B 181B 121B 60B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees