Adviser Profile

As of Date 04/30/2026
Registration SEC, Approved, 06/12/2013
ADV Location INDIANAPOLIS, IN, United States
Contact Info 317 xxxxxxx
Websites
AUM* 2,696,672,242 -7%
of that, discretionary 2,696,672,242 -7%
Number of Employees 15
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 168,542,015 -7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4B 4B 3B 2B 2B 1B 594M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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