Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 05/19/2000
ADV Location ELLICOTT CITY, MD, United States
Contact Info 410 xxxxxxx
Websites
AUM* 617,390,096 2%
of that, discretionary 617,390,096 2%
Number of Employees 5 -17%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 205,796,699 2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 897M 747M 598M 448M 299M 149M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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