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Adviser Profile

As of Date 03/05/2025
Adviser Type - An investment adviser (or subadviser) to an investment company
Number of Employees 28 12.00%
of those in investment advisory functions 28 12.00%
Registration SEC, Approved, 04/06/1958
AUM* 4,631,422,173 -17.88%
of that, discretionary 4,631,422,173 -17.88%
Private Fund GAV* 0
Avg Account Size 3,774,590 -7.51%
SMA’s No
Private Funds 0
Contact Info 713 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

21B 18B 15B 12B 9B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary