Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/26/2012
ADV Location NEW YORK, NY, United States
Contact Info 646 xxxxxxx
Websites
AUM* 82,988,884,015 134%
of that, discretionary 81,123,091,576 142%
Number of Employees 99 13%
of those in investment advisory functions 71 20%
Private Fund GAV* 0
Avg Account Size 568,417,014 71%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

81B 70B 58B 46B 35B 23B 12B
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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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$196,333,980 % Position9.00% $ Change-11.00% # Change-5.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$127,804,894 % Position6.00% $ Change-32.00% # Change-11.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$138,105,878 % Position6.00% $ Change-6.00% # Change3.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$114,796,831 % Position5.00% $ Change20.00% # Change28.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$108,604,474 % Position5.00% $ Change-14.00% # Change-5.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$92,376,356 % Position4.00% $ Change-19.00% # Change-10.00%
Stck Ticker22160K105 Stock NameCOSTCO WHOLESALE CORPORATION $ Position$61,908,196 % Position3.00% $ Change13.00% # Change-2.00%
Stck Ticker172967424 Stock NameCITIGROUP INC $ Position$58,498,013 % Position3.00% $ Change-27.00% # Change-25.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$73,759,000 % Position3.00% $ Change28.00% # Change47.00%
Stck Ticker512807306 Stock NameLAM RESEARCH CORP $ Position$60,244,704 % Position3.00% $ Change60.00% # Change28.00%

Brochure Summary