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Adviser Profile

Registration status Terminated
As of Date 11/03/2024
Adviser Type - Large advisory firm
Number of Employees 118 51.28%
of those in investment advisory functions 64 56.10%
AUM* 9,338,563,411 -1.42%
of that, discretionary 9,111,483,439 -1.50%
Private Fund GAV* 0 -100.00%
Avg Account Size 150,621,991 -15.73%
SMA’s Yes
Private Funds 0 38
Contact Info 212 xxxxxxx
Websites

Client Types

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

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

9B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary