Adviser Profile

As of Date 01/26/2026
Registration SEC, Approved, 03/01/2019
Contact Info 215 xxxxxxx
Websites
AUM* 189,304,603 419%
of that, discretionary 189,304,603 419%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 189,304,603 938%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

189M 162M 135M 108M 81M 54M 27M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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