other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 27 58.82%
of those in investment advisory functions 21 61.54%
Registration SEC, Approved, 05/27/1992
AUM* 10,654,240,520 83.60%
of that, discretionary 10,654,054,998 83.60%
Private Fund GAV* 0 -100.00%
Avg Account Size 3,606,716 14.86%
% High Net Worth 54.67% 6.69%
SMA’s Yes
Private Funds 0 3
Contact Info 404 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- 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 businesses

Compensation Arrangments

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

Reported AUM

6B 5B 4B 3B 2B 2B 829M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary