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Investment Adviser
CRD 116418
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ADV data as of Mar 28, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 103
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 40
AUM over time
$73.0B
$85.0B
Jan 26, 2012
Feb 5, 2014
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 28, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 23 | $0 | — |
| Charitable organizations | 8 | $0 | — |
| Insurance companies | 59 | $0 | — |
| Corporations and other businesses | 13 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • AS A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2025.