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Adviser Profile

Registration status Terminated
As of Date 05/04/2025
Adviser Type - Large advisory firm
Number of Employees 45 4.65%
of those in investment advisory functions 28 -3.45%
AUM* 13,030,664,000 58.32%
of that, discretionary 12,948,486,000 60.24%
Private Fund GAV* 0 -100.00%
Avg Account Size 224,666,621 -1.73%
SMA’s No
Private Funds 0 30
Contact Info 917 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

8B 7B 6B 5B 3B 2B 1B
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary