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Adviser Profile

Registration status Terminated
As of Date 07/10/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
AUM* 3,037,570,782 56.71%
of that, discretionary 2,562,677,572 71.38%
Private Fund GAV* 0
Avg Account Size 39,448,971 -43.02%
SMA’s Yes
Private Funds 0
Contact Info +44 xxxxxxx
Websites

Client Types

- Investment companies
- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

42B 36B 30B 24B 18B 12B 6B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary