Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 02/28/1994
ADV Location CINCINNATI, OH, United States
Contact Info 513 xxxxxxx
Websites
AUM* 31,091,453,599 16%
of that, discretionary 31,091,453,599 16%
Number of Employees 86 2%
of those in investment advisory functions 14
Private Fund GAV* 0
Avg Account Size 777,286,340 13%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

35B 30B 25B 20B 15B 10B 5B
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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