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Adviser Profile

Registration status Terminated
As of Date 08/03/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 212 -20.30%
of those in investment advisory functions 2
AUM* 1,039,574,908 -11.47%
of that, discretionary 1,039,574,908 -11.47%
Private Fund GAV* 0
Avg Account Size 346,524,969 -70.49%
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 839M 671M 503M 336M 168M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees