Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 01/23/2017
ADV Location NEWARK, NJ, United States
Contact Info 973 xxxxxxx
AUM* 22,783,563,023 15%
of that, discretionary 17,455,085,577 16%
Number of Employees 64 39%
of those in investment advisory functions 52 44%
Private Fund GAV* 0
Avg Account Size 148,912,177 -82%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

60B 52B 43B 34B 26B 17B 9B
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary