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&PARTNERS

SEC Form ADV profile.

Total regulatory AUM
$30,268,689,798
Discretionary
$29,275,281,235
Non-discretionary
$993,408,563

Firm details

CRD number
3767
SEC file number
801-37145
Main office
NASHVILLE, TN, United States
Employees
703
SEC status
Approved
Fee structure
Percentage of AUM Hourly Subscription Fixed fees Commissions Performance-based Other

As of October 2026.