| As of Date | 12/16/2019 |
| Registration status | Terminated |
| ADV Location | BOSTON, MA, United States |
| AUM* | 868,539,873,793 |
| of that, discretionary | 868,539,873,793 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,200,837,568 |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 179
of those in investment advisory functions 134
- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds