Adviser Profile

AUM* 344,363,413 7%
of that, discretionary 344,363,413 7%
Number of Employees 41 71%
of those in investment advisory functions 24 41%
Private Fund GAV* 0
Avg Account Size 28,696,951 -20%
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

500M 429M 357M 286M 214M 143M 71M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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