Company Profile

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

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

3B 2B 2B 2B 1B 750M 375M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$

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