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Adviser Profile

Registration status Terminated
As of Date 04/24/2019
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 55 30.95%
of those in investment advisory functions 22 22.22%
AUM* 5,235,458,476 -8.57%
of that, discretionary 5,235,458,476 -8.57%
Private Fund GAV* 0
Avg Account Size 145,429,402 -6.03%
SMA’s Yes
Private Funds 0

Client Types

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

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

6B 5B 4B 3B 3B 2B 860M
2015 2016 2017 2018 2019
Discretionary
Non-discretionary

Private Funds

No private funds

Employees