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Adviser Profile

Registration status Terminated
As of Date 04/24/2024
Adviser Type - Large advisory firm
Number of Employees 74 2.78%
of those in investment advisory functions 58
AUM* 13,768,479,965 -7.85%
of that, discretionary 13,646,755,166 -8.67%
Private Fund GAV* 0 -100.00%
Avg Account Size 344,211,999 -3.24%
SMA’s Yes
Private Funds 0 10
Contact Info 312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

20B 17B 15B 12B 9B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary