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Adviser Profile

Registration status Terminated
As of Date 01/08/2020
Adviser Type - Large advisory firm
Number of Employees 350
of those in investment advisory functions 144
AUM* 2,134,237,192
of that, discretionary 2,134,237,192
Private Fund GAV* 0
Avg Account Size 533,559,298
SMA’s No
Private Funds 0 4

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 2B 1B 915M 610M 305M
2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

Employees