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Adviser Profile

As of Date 03/27/2025
Adviser Type - An investment adviser (or subadviser) to an investment company
Number of Employees 39 2.63%
of those in investment advisory functions 34 -10.53%
Registration SEC, Approved, 09/17/1984
AUM* 14,460,681,697 11.30%
of that, discretionary 14,460,681,697 11.30%
Private Fund GAV* 0
Avg Account Size 1,446,068,170 11.30%
SMA’s No
Private Funds 0
Contact Info (30 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

13B 11B 9B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees