| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 08/12/2025 |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 37 42.31% |
| of those in investment advisory functions | 12 -20.00% |
| AUM* | 23,323,343,452 239.83% |
| of that, discretionary | 22,486,686,375 259.36% |
| Private Fund GAV* | 0 |
| Avg Account Size | 63,551,345 632.26% |
| High Net Worth | 53.05% -19.31% |
| SMA’s | Yes |
| Private Funds | 1 1 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$ |