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Adviser Profile

As of Date 10/10/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 54 3.85%
of those in investment advisory functions 23 4.55%
Registration SEC, Approved, 10/29/1990
AUM* 13,849,882,351 10.67%
of that, discretionary 13,809,771,893 11.36%
Private Fund GAV* 0
Avg Account Size 301,084,399 39.54%
SMA’s Yes
Private Funds 0
Contact Info 65- xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

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

16B 14B 11B 9B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary