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Adviser Profile

As of Date 10/02/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 26 -3.70%
of those in investment advisory functions 10 -9.09%
Registration SEC, Approved, 01/31/2014
AUM* 28,406,072,546 6.12%
of that, discretionary 28,406,072,546 6.12%
Private Fund GAV* 0
Avg Account Size 437,016,501 -2.04%
SMA’s Yes
Private Funds 0
Contact Info 65- xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

35B 30B 25B 20B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary