other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 12/13/2024
Adviser Type - Large advisory firm
Number of Employees 77 -11.49%
of those in investment advisory functions 35 2.94%
Registration SEC, Approved, 01/27/2006
AUM* 9,609,952,276 10.85%
of that, discretionary 9,609,952,276 10.85%
Private Fund GAV* 0
Avg Account Size 266,943,119 -26.10%
SMA’s Yes
Private Funds 0
Contact Info 44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Sovereign wealth funds and foreign official institutions
- 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

9B 7B 6B 5B 4B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary