other names

Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 344 -8.75%
of those in investment advisory functions 63 1.61%
Registration SEC, Approved, 11/04/1982
AUM* 14,790,304,320 8.77%
of that, discretionary 14,790,304,320 8.77%
Private Fund GAV* 0
Avg Account Size 739,515,216 52.27%
SMA’s Yes
Private Funds 0
Contact Info 44( xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions

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

15B 13B 11B 9B 7B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary