N
N
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 108695
·
☆ Save with Pro
ADV data as of Mar 17, 2025
- Regulatory AUM
- $47.6B
- Discretionary
- $368M
- Clients
- 40
- Avg AUM / client
- $1.2B
- Accounts
- 69
- Employees
- 625
AUM over time
$27.3M
$57.7B
Dec 2011
Dec 2024
Annual snapshots from Form ADV filings · as of Mar 17, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 34 | $47.0B | 98.8% |
| State or municipal government entities | 2 | $418M | 0.88% |
| Other | 4 | $166M | 0.35% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
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 17, 2025.