Adviser Profile

As of Date 11/12/2025
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 47,609,881,149 -11%
of that, discretionary 367,832,704 30%
Number of Employees 625
of those in investment advisory functions 27
Private Fund GAV* 0
Avg Account Size 689,998,278 -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- Pension and profit sharing plans
- State or municipal government entities
- Other

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

56B 48B 40B 32B 24B 16B 8B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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