| As of Date | 03/30/2026 |
| ADV Location | MALVERN, PA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 315 64% |
| of those in investment advisory functions | 314 274% |
| Registration | SEC, Approved, 07/23/2012 |
| AUM* | 249,658,749,492 -49% |
| of that, discretionary | 249,658,749,492 -49% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,200,753,199 0% |
| SMA’s | Yes |
| Private Funds | 0 7 |
| Contact Info | 610 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management