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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 164 -9.39%
of those in investment advisory functions 6 -33.33%
Registration SEC, Approved, 04/23/2015
AUM* 4,230,001,626 -9.63%
of that, discretionary 4,230,001,626 -9.63%
Private Fund GAV* 72,618,945 -44.43%
Avg Account Size 423,000,163 -18.67%
% High Net Worth 10.00% -10.00%
SMA’s Yes
Private Funds 1
Contact Info 213 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5B 4B 3B 3B 2B 1B 669M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$72,618,945

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Brochure Summary