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Fund profiles | Fund Codex

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Fund Codex

Detailed profiles of investment funds including AUM, employees, investment analysts, investors and more.

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Funds: 1Employees versus Ttl Num of Offices Other Than Principal
Funds: Investment analysts versus Ttl Num of Offices Other Than Principal
Funds: employees registered reps of a broker-dealer versus Ttl Num of Offices Other Than Principal
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus Ttl Num of Offices Other Than Principal
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus Ttl Num of Offices Other Than Principal
Funds: employees licensed agents of an insurance company or agency versus Ttl Num of Offices Other Than Principal
Funds: amount of your regulatory assets under management and total number of accounts - usd non-discretionary versus Ttl Num of Offices Other Than Principal
Funds: amount of your regulatory assets under management and total number of accounts - discretionary # accounts versus Ttl Num of Offices Other Than Principal
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus Ttl Num of Offices Other Than Principal
Funds: Total number of clients versus Ttl Num of Offices Other Than Principal
Funds: Investment analysts versus 1Employees
Funds: employees registered reps of a broker-dealer versus 1Employees
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus 1Employees
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus 1Employees
Funds: employees licensed agents of an insurance company or agency versus 1Employees
Funds: amount of your regulatory assets under management and total number of accounts - usd non-discretionary versus 1Employees
Funds: amount of your regulatory assets under management and total number of accounts - discretionary # accounts versus 1Employees
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus 1Employees
Funds: Total number of clients versus 1Employees
Funds: employees registered reps of a broker-dealer versus Investment analysts
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus Investment analysts
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus Investment analysts
Funds: employees licensed agents of an insurance company or agency versus Investment analysts
Funds: amount of your regulatory assets under management and total number of accounts - usd non-discretionary versus Investment analysts
Funds: amount of your regulatory assets under management and total number of accounts - discretionary # accounts versus Investment analysts
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus Investment analysts
Funds: Total number of clients versus Investment analysts
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus employees registered reps of a broker-dealer
Funds: employees registered with one or more state securities authorities as investment adviser representatives versus employees registered reps of a broker-dealer
Funds: employees licensed agents of an insurance company or agency versus employees registered reps of a broker-dealer
Funds: amount of your regulatory assets under management and total number of accounts - usd non-discretionary versus employees registered reps of a broker-dealer
Funds: amount of your regulatory assets under management and total number of accounts - discretionary # accounts versus employees registered reps of a broker-dealer
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus employees registered reps of a broker-dealer
Funds: Total number of clients versus employees registered reps of a broker-dealer
Funds: employees licensed agents of an insurance company or agency versus employees registered with one or more state securities authorities as investment adviser representatives
Funds: amount of your regulatory assets under management and total number of accounts - usd non-discretionary versus employees registered with one or more state securities authorities as investment adviser representatives
Funds: amount of your regulatory assets under management and total number of accounts - discretionary # accounts versus employees registered with one or more state securities authorities as investment adviser representatives
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus employees registered with one or more state securities authorities as investment adviser representatives
Funds: Total number of clients versus employees registered with one or more state securities authorities as investment adviser representatives
Funds: employees licensed agents of an insurance company or agency versus employees registered with one or more state securities authorities as investment adviser representatives
Funds: amount of your regulatory assets under management and total number of accounts - usd non-discretionary versus employees licensed agents of an insurance company or agency
Funds: amount of your regulatory assets under management and total number of accounts - discretionary # accounts versus employees licensed agents of an insurance company or agency
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus employees licensed agents of an insurance company or agency
Funds: Total number of clients versus employees licensed agents of an insurance company or agency
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus how many firms or other persons solicit advisory clients on your behalf
Funds: Total number of clients versus how many firms or other persons solicit advisory clients on your behalf
Funds: amount of total AUM attributable to clients who are non-US persons versus amount of your regulatory assets under management and total number of accounts - us dollar discretionary
Funds: amount of your regulatory assets under management and total number of accounts - discretionary # accounts versus amount of your regulatory assets under management and total number of accounts - usd non-discretionary
Funds: amount of your regulatory assets under management and total number of accounts - nondisc # accounts versus amount of your regulatory assets under management and total number of accounts - usd non-discretionary
Funds: Total number of clients versus amount of your regulatory assets under management and total number of accounts - usd non-discretionary
Funds: amount of total AUM attributable to clients who are non-US persons versus amount of your regulatory assets under management and total number of accounts - usd total
Funds: Total number of clients versus amount of your regulatory assets under management and total number of accounts - discretionary # accounts
Funds: Total number of clients versus amount of your regulatory assets under management and total number of accounts - nondisc # accounts
AUM and Funds
CRD number by AUM for Funds
CRD number by Compensation for Funds
CRD number by Business activities for Funds
Employees and Funds
CRD number by Employees for Funds
Investment analyst concentration and Funds
CRD number by Investment analyst concentration for Funds
AUM per investment analyst and Funds
CRD number by AUM per investment analyst for Funds
CRD number by State for Funds
amount of total AUM attributable to clients who are non-US persons by State for Funds
CRD number by Country for Funds
Ttl Num of Offices Other Than Principal by Country for Funds
1Employees by Country for Funds
Investment analysts by Country for Funds
employees registered reps of a broker-dealer by Country for Funds
employees registered with one or more state securities authorities as investment adviser representatives by Country for Funds
employees registered with one or more state securities authorities as investment adviser representatives by Country for Funds
employees licensed agents of an insurance company or agency by Country for Funds
how many firms or other persons solicit advisory clients on your behalf by Country for Funds
amount of your regulatory assets under management and total number of accounts - us dollar discretionary by Country for Funds
amount of your regulatory assets under management and total number of accounts - usd non-discretionary by Country for Funds
amount of your regulatory assets under management and total number of accounts - usd total by Country for Funds
amount of your regulatory assets under management and total number of accounts - discretionary # accounts by Country for Funds
amount of your regulatory assets under management and total number of accounts - nondisc # accounts by Country for Funds
Total number of clients by Country for Funds