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Adviser Profile

Registration status Terminated
As of Date 01/28/2020
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 328 10.07%
of those in investment advisory functions 26 4.00%
AUM* 17,857,730,082 16.38%
of that, discretionary 17,857,730,082 16.38%
Private Fund GAV* 0
Avg Account Size 279,027,033 0.01%
SMA’s No
Private Funds 0

Client Types

- Pooled investment vehicles

Advisory Activities

- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

18B 15B 13B 10B 8B 5B 3B
2015 2016 2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees