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Adviser Profile

Registration status Terminated
As of Date 02/24/2024
Adviser Type - Large advisory firm
Number of Employees 49
of those in investment advisory functions 26
AUM* 4,633,860,302
of that, discretionary 4,633,860,302
Private Fund GAV* 0 -100.00%
Avg Account Size 1,544,620,101
SMA’s No
Private Funds 0 3
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 2B 2B 795M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker00507V109 Stock NameACTIVISION BLIZZARD INC $ Position$15,359,440 % Position23.00% $ Change # Change
Stck TickerG46188101 Stock NameHORIZON THERAPEUTICS PUB L $ Position$14,103,189 % Position21.00% $ Change42.00% # Change26.00%
Stck Ticker636518102 Stock NameNATIONAL INSTRS CORP $ Position$9,723,664 % Position14.00% $ Change-2.00% # Change-5.00%
Stck Ticker928563402 Stock NameVMWARE INC $ Position$5,618,201 % Position8.00% $ Change # Change
Stck TickerG0464B107 Stock NameARGO GROUP INTL HLDGS LTD $ Position$4,983,161 % Position7.00% $ Change-48.00% # Change-49.00%
Stck Ticker74386T105 Stock NamePROVIDENT FINL SVCS INC $ Position$3,829,472 % Position6.00% $ Change22.00% # Change30.00%
Stck Ticker023436108 Stock NameAMEDISYS INC $ Position$3,162,804 % Position5.00% $ Change-10.00% # Change-12.00%
Stck TickerL6673X107 Stock NameNEOGAMES S A $ Position$2,863,458 % Position4.00% $ Change-54.00% # Change-55.00%
Stck Ticker511637100 Stock NameLAKELAND BANCORP INC $ Position$2,990,801 % Position4.00% $ Change-41.00% # Change-37.00%
Stck Ticker59833J206 Stock NameMIDWEST HLDG INC $ Position$978,690 % Position1.00% $ Change-25.00% # Change-23.00%

Brochure Summary