| As of Date | 03/18/2026 |
| ADV Location | United States, PA |
| Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - Related adviser |
|
| Number of Employees | 56 100% |
| of those in investment advisory functions | 11 |
| AUM* | 43,237,965,905 338% |
| of that, discretionary | 42,238,871,035 361% |
| Private Fund GAV* | 0 |
| Avg Account Size | 121,114,750 414% |
| High Net Worth | 49.30% -8% |
| 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$ |