Adviser Profile

As of Date 04/06/2026
Registration SEC, Approved, 01/08/1999
Contact Info (54 xxxxxxx
Websites
AUM* 16,400,000,000 16%
of that, discretionary 0
Number of Employees 11 10%
of those in investment advisory functions 8 33%
Private Fund GAV* 0
Avg Account Size 215,789,474 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

16B 14B 12B 9B 7B 5B 2B
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