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Adviser Profile

As of Date 07/28/2025
Adviser Type - Large advisory firm
Number of Employees 71 238.10%
of those in investment advisory functions 14 40.00%
Registration SEC, Approved, 10/09/2012
AUM* 4,795,821,000 127.33%
of that, discretionary 4,795,821,000 127.33%
Private Fund GAV* 0
Avg Account Size 2,397,910,500 127.33%
SMA’s No
Private Funds 0
Contact Info (31 xxxxxxx
Websites

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

2B 2B 2B 1B 904M 603M 301M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees