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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 8, 2016
    • $537.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9
      Accounts
    • $59.7M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Leadership

Ownership

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

Executives and Control Persons

Name Title Tenure Date % Ownership
John William Meriwether Member Of Management Committee, Chief Executive Officer & Principal July, 1999 less than 5%
Richard Francis Leahy Member Of Management Committee & Principal July, 1999 less than 5%
Adrian Luis Eterovic Principal & Director Of Corporate Member Of Uk Affiliate December, 1999 less than 5%
Helaine Sharon Rosenbaum General Counsel & Chief Compliance Officer May, 2001 less than 5%
Andrew George Geisert Chief Financial Officer & Principal March, 2000 less than 5%
    Source: SEC

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • (6) Performance-Based Fees
    • Fees Related To Portfolio Administrative Services