Adviser Profile

AUM* 6,897,607,645 447%
of that, discretionary 6,897,607,645 447%
Number of Employees 66 47%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 172,440,191 78%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

7B 6B 5B 4B 3B 2B 985M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary