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Adviser Profile

As of Date 10/09/2024
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 54 10.20%
of those in investment advisory functions 31 24.00%
Registration SEC, Approved, 10/14/2011
AUM* 1,912,075,871 22.78%
of that, discretionary 1,818,460,201 21.60%
Private Fund GAV* 329,012,069
Avg Account Size 637,358,624 22.78%
SMA’s Yes
Private Funds 2
Contact Info 858 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

33B 28B 24B 19B 14B 9B 5B
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$329,012,069

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Brochure Summary