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Adviser Profile

As of Date 11/22/2024
Adviser Type - Large advisory firm
Number of Employees 60 62.16%
of those in investment advisory functions 13 -43.48%
Registration SEC, Approved, 09/13/2010
AUM* 12,687,001,354 66.23%
of that, discretionary 12,683,949,373 66.20%
Private Fund GAV* 542,650,413
Avg Account Size 21,322,691 65.11%
% High Net Worth 0.28% -91.52%
SMA’s Yes
Private Funds 2
Contact Info 514 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

8B 7B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$542,650,413

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Brochure Summary