Adviser Profile

As of Date 05/25/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 59,885,356,451 -9%
of that, discretionary 59,885,356,451 -9%
Number of Employees 254 -8%
of those in investment advisory functions 64 -15%
Private Fund GAV* 0
Avg Account Size 55,552,279 -4%
% High Net Worth 77.18% 0%
SMA’s Yes
Private Funds 0 113

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

78B 67B 56B 45B 33B 22B 11B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary