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Adviser Profile

As of Date 04/12/2024
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 7 -12.50%
of those in investment advisory functions 7 -12.50%
Registration SEC, Approved, 03/26/2012
AUM* 6,065,225,799 -7.36%
of that, discretionary 6,065,225,799 -7.36%
Private Fund GAV* 3,016,867,674 -33.14%
Avg Account Size 336,956,989 -7.36%
SMA’s Yes
Private Funds 10 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
7B 6B 5B 4B 3B 2B 935M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count10 GAV$3,016,867,674

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Brochure Summary