| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 38 31.03% |
| of those in investment advisory functions | 14 7.69% |
| Registration | SEC, Approved, 05/29/2001 |
| AUM* | 31,385,181,464 29.50% |
| of that, discretionary | 31,385,181,464 29.50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,162,414,128 -95.20% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 214 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$60,233,193 | % Position100.00% | $ Change-8.00% | # Change0.00% |