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Adviser Profile

As of Date 05/14/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 5 -16.67%
of those in investment advisory functions -100.00%
Registration SEC, Approved, 11/17/2003
AUM* 3,723,432,251 17.72%
of that, discretionary 3,723,432,251 17.72%
Private Fund GAV* 0
Avg Account Size 1,241,144,084 56.96%
SMA’s No
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

16B 14B 12B 9B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees