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Adviser Profile

As of Date 04/14/2025
Adviser Type - Large advisory firm
Number of Employees 116 65.71%
of those in investment advisory functions 116 65.71%
Registration SEC, Approved, 09/25/2000
AUM* 30,885,140,490 67.97%
of that, discretionary 30,885,140,490 67.97%
Private Fund GAV* 0
Avg Account Size 2,346,895 -99.08%
SMA’s Yes
Private Funds 0
Contact Info 860 xxxxxxx

Client Types

- Banking or thrift institutions
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

21B 18B 15B 12B 9B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary