Adviser Profile

AUM* 2,208,000,000 23%
of that, discretionary 1,600,000,000 13%
Number of Employees 27 8%
of those in investment advisory functions 19 6%
Private Fund GAV* 0
Avg Account Size 3,256,637 5%
% High Net Worth 41.03% 361%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

2B 1B 1B 914M 686M 457M 229M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary