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Adviser Profile

As of Date 06/25/2025
Adviser Type - An investment adviser (or subadviser) to an investment company
Number of Employees 22
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 02/07/1994
AUM* 2,627,135,000 31.87%
of that, discretionary 2,627,135,000 31.87%
Private Fund GAV* 0
Avg Account Size 2,627,135,000 31.87%
SMA’s No
Private Funds 0
Contact Info 407 xxxxxxx

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 1B 1B 870M 580M 290M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees