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Adviser Profile

As of Date 08/11/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 53 130.43%
of those in investment advisory functions 11 22.22%
Registration SEC, Approved, 09/27/2010
AUM* 24,913,269,362 37.72%
of that, discretionary 24,913,269,362 37.72%
Private Fund GAV* 0
Avg Account Size 24,913,269,362 37.72%
SMA’s No
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

24B 21B 17B 14B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees