Adviser Profile

As of Date 05/08/2026
Registration SEC, Approved, 11/21/2013
ADV Location SPRINGFIELD, MA, United States
Contact Info 413 xxxxxxx
Websites
AUM* 24,548,284,732 -46%
of that, discretionary 24,548,284,732 -46%
Number of Employees 18 -28%
of those in investment advisory functions 11 -39%
Private Fund GAV* 0
Avg Account Size 446,332,450 13%
SMA’s No
Private Funds 0

Adviser Type

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

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

64B 55B 46B 37B 28B 18B 9B
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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Brochure Summary