Adviser Profile

As of Date 05/28/2026
Registration SEC, Approved, 09/27/2010
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 28,987,649,436 45%
of that, discretionary 28,987,649,436 45%
Number of Employees 53 43%
of those in investment advisory functions 10 -9%
Private Fund GAV* 0
Avg Account Size 28,987,649,436 45%
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

29B 25B 21B 17B 12B 8B 4B
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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