Adviser Profile

AUM* 277,436,623 125%
of that, discretionary 277,436,623 125%
Number of Employees 12 9%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 21,341,279 -31%
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

495M 424M 353M 283M 212M 141M 71M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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