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Adviser Profile

Registration status Terminated
As of Date 10/03/2022
Adviser Type - Large advisory firm
Number of Employees 6 -88.68%
of those in investment advisory functions 6 -70.00%
AUM* 7,043,821,207 -4.08%
of that, discretionary 7,043,821,207 -4.08%
Private Fund GAV* 0
Avg Account Size 185,363,716 -6.61%
SMA’s No
Private Funds 0 40
Contact Info 212 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees