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Adviser Profile

As of Date 06/27/2025
Adviser Type - Large advisory firm
Number of Employees 5 25.00%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 05/08/2014
AUM* 17,421,331,159 50.65%
of that, discretionary 17,421,331,159 50.65%
Private Fund GAV* 0
Avg Account Size 2,177,666,395 -5.85%
SMA’s Yes
Private Funds 0
Contact Info (64 xxxxxxx

Client Types

- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

12B 10B 9B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary