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Adviser Profile

Registration status Terminated
As of Date 03/30/2020
Adviser Type - Pension consultant
- Related adviser
Number of Employees 31 -6.06%
of those in investment advisory functions 16
AUM* 8,963,266,904 100.00%
of that, discretionary 8,963,266,904
Private Fund GAV* 0
Avg Account Size 29,977,481
SMA’s Yes
Private Funds 0

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

9B 8B 6B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees