other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

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

Client Types

- Investment companies
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

734M 629M 524M 419M 314M 210M 105M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees