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Adviser Profile

Registration status Terminated
As of Date 07/29/2023
Adviser Type - Related adviser
Number of Employees 55 1.85%
of those in investment advisory functions 3 -25.00%
AUM* 0
of that, discretionary
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 860 xxxxxxx

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

Reported AUM

335M 287M 239M 191M 143M 96M 48M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary