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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
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

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

Private Funds

Employees

Brochure Summary