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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 185 -9.76%
of those in investment advisory functions 29 -27.50%
Registration SEC, Approved, 03/23/2007
AUM* 30,965,720,710 30.30%
of that, discretionary 30,965,720,710 30.30%
Private Fund GAV* 0
Avg Account Size 340,282,645 41.75%
SMA’s Yes
Private Funds 0
Contact Info +49 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

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
- Performance-based fees

Reported AUM

29B 25B 21B 17B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary