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Investment Adviser
CRD 169222
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ADV data as of Mar 18, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 3,669
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 87
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 357 | $0 | — |
| Investment companies | 1,904 | $0 | — |
| Pension and profit sharing plans | 223 | $0 | — |
| Charitable organizations | 78 | $0 | — |
| State or municipal government entities | 29 | $0 | — |
| Other investment advisers | 144 | $0 | — |
| Insurance companies | 318 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 29 | $0 | — |
| Corporations and other businesses | 394 | $0 | — |
| Other | 193 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Subscription fees
- • Fixed fees
- • Other fees
- • BASED ON CLIENT MANAGED ASSETS, PER ANALYSIS, DBASE SUBSCRIPTION
Services
- • Pension consulting services
- • Publication of periodicals or newsletters
- • 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 18, 2025.