AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $0.9 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANK, NATIONAL ASSOCIATION | WASHINGTON-DC-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.9 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 95% | $0.9 |
| HY Credit | 2% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | $222.4 | 149156 | |
| LGIM SINGAPORE PTE. LTD | $0.0 | - | |
| LEGAL & GENERAL (PORTFOLIO MANAGEMENT SERVICES) LTD | $0.0 | - | |
| LEGAL & GENERAL PROPERTY LIMITED | $0.0 | - | |
| LGIM MANAGERS (EUROPE) LIMITED | $0.0 | - | |
| LEGAL & GENERAL INVESTMENT MANAGEMENT JAPAN KK | $0.0 | - | |
| LEGAL & GENERAL INVESTMENT MANAGEMENT LIMITED | $0.0 | - | |
| LEGAL AND GENERAL ASSURANCE (PENSIONS MANAGEMENT) LIMITED | $0.0 | - | |
| LEGAL & GENERAL INVESTMENT MANAGEMENT ASIA LIMITED | $0.0 | - | |
| LGIM REAL ASSETS (OPERATOR) LIMITED | $0.0 | - | |
| LGIM (IRELAND) RISK MANAGEMENT SOLUTIONS PLC | $0.0 | - | |
| LGIM LIQUIDITY FUNDS PLC | $0.0 | - | |
| LEGAL & GENERAL (UNIT TRUST MANAGERS) LIMITED | $0.0 | - | |
| LGIM COMMERCIAL LENDING LIMITED | $0.0 | - | |
| LEGAL AND GENERAL ASSURANCE SOCIETY LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV