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Adviser Profile

Registration status Terminated
As of Date 04/24/2024
Adviser Type - Large advisory firm
Number of Employees 10 -9.09%
of those in investment advisory functions 6
AUM* 55,399,904,824 -7.62%
of that, discretionary 22,287,476,827 -10.28%
Private Fund GAV* 0 -100.00%
Avg Account Size 852,306,228 -10.46%
SMA’s Yes
Private Funds 0 5
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
36B 31B 26B 21B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary