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Adviser Profile

Registration status Terminated
As of Date 11/01/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 10
of those in investment advisory functions 3
AUM* 153,961,163 -30.20%
of that, discretionary 153,961,163 -30.20%
Private Fund GAV* 0 -100.00%
Avg Account Size 76,980,582 -30.20%
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

7B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary