| As of Date | 03/25/2026 |
| ADV Location | United States, PA |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 736 -4% |
| of those in investment advisory functions | 68 -6% |
| AUM* | 154,222,783,488 18% |
| of that, discretionary | 152,354,356,144 18% |
| Private Fund GAV* | 21,269,682 0% |
| Avg Account Size | 1,573,701,872 5% |
| SMA’s | Yes |
| Private Funds | 2 1 |
| Websites |
- Investment companies
- Pooled investment vehicles
- State or municipal government entities
- Other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count2 | GAV$21,269,682 |