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Adviser Profile

As of Date 05/15/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 250 10.13%
of those in investment advisory functions 8 -11.11%
Registration SEC, Approved, 08/26/1997
AUM* 6,850,185,742 22.59%
of that, discretionary 6,850,185,742 22.59%
Private Fund GAV* 0
Avg Account Size 24,552,637 23.47%
SMA’s No
Private Funds 0
Contact Info 800 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

7B 6B 5B 4B 3B 2B 957M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees