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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 176 9.32%
of those in investment advisory functions 43 -12.24%
Registration SEC, Approved, 07/21/2017
AUM* 1,833,052,440 -4.81%
of that, discretionary 1,762,514,537 -5.90%
Private Fund GAV* 53,701,192 72.70%
Avg Account Size 55,547,044 -4.81%
SMA’s Yes
Private Funds 3
Contact Info 319 xxxxxxx
Websites

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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

2B 2B 1B 1B 803M 535M 268M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count3 GAV$53,701,192

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Brochure Summary