Adviser Profile

AUM* 26,767,967 64%
of that, discretionary 26,767,967 64%
Number of Employees 17 6%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 8,922,656 64%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company
- Related adviser

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

27M 23M 19M 15M 11M 8M 4M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary