Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 06/05/2025 |
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
Number of Employees | 147 83.75% |
of those in investment advisory functions | 23 53.33% |
Registration | SEC, Approved, 01/09/2017 |
AUM* | 209,009,769 59.56% |
of that, discretionary | 209,009,769 59.56% |
Private Fund GAV* | 0 |
Avg Account Size | 69,669,923 6.37% |
SMA’s | No |
Private Funds | 0 |
Contact Info | 847 xxxxxxx |
Websites |
- Investment companies
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds