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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 232 20.21%
of those in investment advisory functions 38 -20.83%
Registration SEC, Approved, 03/07/2003
AUM* 740,525,540,103 84.84%
of that, discretionary 420,903,629,021 65.71%
Private Fund GAV* 0
Avg Account Size 1,698,453,074 80.17%
SMA’s Yes
Private Funds 0
Contact Info 800 xxxxxxx

Client Types

- Investment companies
- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

261B 223B 186B 149B 112B 74B 37B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary