Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $994,989,855,169 | Individuals and high net worth (90%) |
| Apr 2025 to Mar 2026 | $829,737,908,017 | Individuals and high net worth (90%) |
| Apr 2024 to Mar 2025 | $691,908,159,462 | Individuals and high net worth (89%) |
| May 2023 to Mar 2024 | $576,264,919,539 | Individuals and high net worth (89%) |
| Apr 2023 | $576,264,919,539 | Individuals and high net worth (89%) |
| Apr 2022 to Mar 2023 | $662,442,608,335 | Individuals and high net worth (89%) |
In the firm's words
- Quantitative / systematic:
In addition, certain of the Related Strategies are those constructed and implemented by MAA based on BofA Global Research investment models or lists.
- Multi-asset:
For its Related Strategies, the CIO determines the allocations or allocation ranges for Related Strategies based on its long-term expected return, risk and correlation assumptions for each asset class (capital market assumptions)
- Fixed income / rates:
Note that Style Managers include as part of their Strategies’ investment portfolios individual equity and fixed income securities, investment strategies and Funds based on their own review and portfolio management processes and determinations.
- Wealth management / planning:
Clients also may receive brochures of any Discretionary Manager selected to manage their Account or a portion thereof.
Portfolio style
Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestNo Portfolio Data
No 13F holdings on record for this institution yet.