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Adviser Profile

As of Date 07/01/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 124 -12.68%
of those in investment advisory functions 34 -19.05%
Registration SEC, Approved, 01/02/2013
AUM* 11,791,498,301 -11.87%
of that, discretionary 9,567,060,240 -11.32%
Private Fund GAV* 0 -100.00%
Avg Account Size 157,219,977 -58.87%
SMA’s Yes
Private Funds 0 2
Contact Info 852 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
14B 12B 10B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees