Adviser Profile

AUM* 162,887,031,362 37%
of that, discretionary 162,887,031,362 37%
Number of Employees 45 80%
of those in investment advisory functions 41 78%
Private Fund GAV* 0
Avg Account Size 4,524,639,760 26%
% High Net Worth 2.78% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

163B 140B 116B 93B 70B 47B 23B
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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Brochure Summary