| Registration status | Terminated |
| As of Date | 03/31/2024 |
| ADV Location | NEW YORK, NY, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 29 7% |
| of those in investment advisory functions | 15 7% |
| AUM* | 12,164,585,033 -31% |
| of that, discretionary | 12,164,585,033 -31% |
| Private Fund GAV* | 0 |
| Avg Account Size | 528,895,001 -40% |
| SMA’s | Yes |
| Private Funds | 0 12 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker000000000 | Stock Name0 | $ Position$ | % Position | $ Change | # Change |