Adviser Profile

AUM* 714,913,985 173%
of that, discretionary 714,913,985 173%
Number of Employees 14 8%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 47,660,932 155%
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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

715M 613M 511M 409M 306M 204M 102M
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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