| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 06/05/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 147 83.75% |
| of those in investment advisory functions | 23 53.33% |
| Registration | SEC, Approved, 01/09/2017 |
| AUM* | 209,009,769 59.56% |
| of that, discretionary | 209,009,769 59.56% |
| Private Fund GAV* | 0 |
| Avg Account Size | 69,669,923 6.37% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 847 xxxxxxx |
| Websites |
- Investment companies
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds