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ETF Holdings



Last updated on Aug. 30, 2019
    • $140.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
    • $17.1M
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
James Boothby
March 2011
Craig William Straub
June 2003
Christopher Milbourne Sego
December 2011
Kenneth Richard Colton
June 2003
James Craig Schachtel
June 2003

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Edgewater Services, LLC IAR $2,206,588,437
    Lazard Asset Management (Deutschland) Gmbh -- --
    Lazard Asset Management (Hong Kong) Limited -- --
    Lazard Asset Management (Singapore) Pte. Ltd. -- --
    Lazard Asset Management (Uk) Holdings Limited -- --
    Lazard Asset Management Canada Inc -- --
    Lazard Asset Management Limited -- --
    Lazard Asset Management Pacific Co. -- --
    Lazard Asset Management Schweiz Ag -- --
    Lazard Asset Management Securities LLC Broker-Dealer --
    Lazard Freres & Co. LLC Broker-Dealer $65,754,415,790
    Lazard Fund Managers (Ireland) Limited -- --
    Lazard Gulf Limited -- --
    Lazard Japan Asset Management K.K. -- --
    Lazard Korea Asset Management Co., Ltd. -- --
    Lazard Middle Market LLC Broker-Dealer --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kenneth Marc Jacobs Director June, 2010 less than 5%
      Alexander Franz Stern Director June, 2010 less than 5%
      Nathan Abraham Paul Chief Business Officer April, 2017 less than 5%
      Ashish Bhutani Director, Chief Executive Officer July, 2003 less than 5%
      Mark Richard Anderson Chief Compliance Officer, General Counsel September, 2014 less than 5%
      William Bruce Rosenberg Global Head Of Operations & Finance August, 2018 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees