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Company Profile

As of Date 03/22/2024
Adviser Type - Pension consultant
- Related adviser
Number of Employees 54
of those in investment advisory functions 40 -4.76%
AUM* 212,637,399 25.19%
of that, discretionary 212,637,399 25.19%
Private Fund GAV* 7,852,102
Avg Account Size 10,631,870 31.45%
SMA’s Yes
Private Funds 1
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

23B 20B 16B 13B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$7,852,102

Related Companies

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Related Companies Historical AUM