{{ Info.Overview }}

Company Profile

As of Date 03/25/2026
ADV Location United States, PA
Adviser Type - Large advisory firm
Number of Employees 70 11%
of those in investment advisory functions 17 13%
AUM* 11,077,372,503 49%
of that, discretionary 10,750,122,484 44%
Private Fund GAV* 7,770,239,791 32%
Avg Account Size 143,861,981 27%
SMA’s No
Private Funds 45 7
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

11B 10B 8B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count39 GAV$7,770,239,791
Fund TypePrivate Equity Fund Count5 GAV$
Fund TypeOther Private Fund Count1 GAV$

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM