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Adviser Profile

As of Date 05/05/2026
Registration SEC, Approved, 11/29/1996
ADV Location LOS ANGELES, CA, United States
Contact Info 213 xxxxxxx
Websites
AUM* 78,524,815,779 -5%
of that, discretionary 78,524,613,182 -5%
Number of Employees 377 2%
of those in investment advisory functions 86 12%
Private Fund GAV* 0
Avg Account Size 733,876,783 17%
% High Net Worth 1.10% 20%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- 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 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)
- Performance-based fees

Reported AUM

141B 120B 100B 80B 60B 40B 20B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary