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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 63 26.00%
of those in investment advisory functions 17 41.67%
Registration SEC, Approved, 09/05/2013
AUM* 13,599,021,075 26.35%
of that, discretionary 13,599,021,075 26.35%
Private Fund GAV* 0
Avg Account Size 251,833,724 7.63%
SMA’s Yes
Private Funds 0
Contact Info 852 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees