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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 83 16.90%
of those in investment advisory functions 29 -3.33%
Registration SEC, Approved, 03/20/2018
AUM* 29,897,260,206 64.08%
of that, discretionary 29,897,260,206 64.08%
Private Fund GAV* 0 -100.00%
Avg Account Size 415,239,725 61.80%
SMA’s Yes
Private Funds 0 3
Contact Info 813 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

24B 20B 17B 14B 10B 7B 3B
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary