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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 19 -17.39%
of those in investment advisory functions 9 -30.77%
Registration SEC, Approved, 09/27/2011
AUM* 4,058,044,141 -8.28%
of that, discretionary 4,029,455,090 -8.38%
Private Fund GAV* 180,275,772
Avg Account Size 156,078,621 -11.81%
SMA’s Yes
Private Funds 1
Contact Info 203 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

6B 5B 4B 3B 3B 2B 871M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$180,275,772

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Brochure Summary