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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 387 4.03%
of those in investment advisory functions 34 3.03%
Registration SEC, Approved, 08/18/2004
AUM* 1,813,675,171 -7.52%
of that, discretionary 1,813,675,171 -7.52%
Private Fund GAV* 0
Avg Account Size 201,519,463 -28.07%
SMA’s No
Private Funds 0
Contact Info 610 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 3B 2B 2B 1B 932M 466M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees