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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 78 4.00%
of those in investment advisory functions 29 7.41%
Registration SEC, Approved, 09/16/2009
AUM* 12,253,602,762 27.53%
of that, discretionary 12,253,602,762 27.53%
Private Fund GAV* 0
Avg Account Size 12,253,602,762 27.53%
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

16B 13B 11B 9B 7B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees