Adviser Profile

AUM* 783,897,454 13%
of that, discretionary 783,897,454 13%
Number of Employees 4
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 130,649,576 13%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

784M 672M 560M 448M 336M 224M 112M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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