other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 05/23/2025
Adviser Type - Large advisory firm
Number of Employees 322 -2.72%
of those in investment advisory functions 106 4.95%
Registration SEC, Approved, 07/07/2022
AUM* 796,522,000 429.24%
of that, discretionary 796,522,000 429.24%
Private Fund GAV* 0
Avg Account Size 796,522,000 429.24%
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

151M 129M 108M 86M 65M 43M 22M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary