Adviser Profile

AUM* 1,052,973,632 -66%
of that, discretionary 1,052,973,632 -66%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 263,243,408 -23%
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

3B 3B 2B 2B 1B 884M 442M
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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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker9E9E9E9E1 Stock NameNone $ Position$ % Position $ Change # Change