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Adviser Profile

As of Date 06/18/2025
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 69 2.99%
of those in investment advisory functions 62 100.00%
Registration SEC, Approved, 09/28/2017
AUM* 35,943,138,129 46.81%
of that, discretionary 35,943,138,129 46.81%
Private Fund GAV* 0
Avg Account Size 718,862,763 46.81%
% High Net Worth 3.57% 100.00%
SMA’s Yes
Private Funds 0
Contact Info 44 xxxxxxx

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

27B 23B 19B 15B 12B 8B 4B
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary