Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/18/2024 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 768 3.23% |
of those in investment advisory functions | 72 9.09% |
AUM* | 130,962,918,136 5.47% |
of that, discretionary | 129,331,216,059 5.44% |
Private Fund GAV* | 15,506,318 -52.42% |
Avg Account Size | 1,522,824,629 5.53% |
SMA’s | Yes |
Private Funds | 3 1 |
Websites |
- Investment companies
- Pooled investment vehicles
- State or municipal government entities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
Fund Type | Count | GAV |
---|---|---|
Fund TypeOther Private Fund | Count3 | GAV$15,506,318 |