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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 33 6.45%
of those in investment advisory functions 10 25.00%
Registration SEC, Approved, 02/29/2012
AUM* 5,833,574,615 27.29%
of that, discretionary 0
Private Fund GAV* 1,884,071,254 2.39%
Avg Account Size 583,357,462 27.29%
% High Net Worth < 0.01% -100.00%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations
- Other

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5B 4B 4B 3B 2B 1B 721M
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$1,884,071,254

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Brochure Summary