| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 12/16/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 18 -5.26% |
| of those in investment advisory functions | 8 |
| Registration | SEC, Approved, 04/02/1990 |
| AUM* | 5,149,278,896 72.94% |
| of that, discretionary | 5,149,278,896 72.94% |
| Private Fund GAV* | 0 |
| Avg Account Size | 302,898,759 72.94% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 415 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
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| Stck Ticker737446104 | Stock NamePOST HLDGS INC | $ Position$56,863,728 | % Position2.00% | $ Change | # Change |
| Stck Ticker76680R206 | Stock NameRINGCENTRAL INC | $ Position$59,054,868 | % Position2.00% | $ Change | # Change |
| Stck Ticker410345102 | Stock NameHanesbrands Inc | $ Position$62,198,554 | % Position2.00% | $ Change | # Change |
| Stck Ticker577081102 | Stock NameMATTEL INC | $ Position$53,237,871 | % Position2.00% | $ Change | # Change |
| Stck Ticker651229106 | Stock NameNEWELL BRANDS INC | $ Position$72,431,112 | % Position2.00% | $ Change | # Change |
| Stck Ticker655664100 | Stock NameNordstrom Inc | $ Position$56,025,585 | % Position2.00% | $ Change | # Change |
| Stck Ticker902681105 | Stock NameUGI Corp | $ Position$67,067,479 | % Position2.00% | $ Change2327.00% | # Change2051.00% |
| Stck Ticker981475106 | Stock NameWORLD KINECT CORPORATION | $ Position$50,707,367 | % Position2.00% | $ Change | # Change |