Brinker Capital Inc
- Assets, Funds, Holdings
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
50,705
|
11.7 |
| (b) Individuals (high net worth individuals) |
8,079
|
10.1 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
1,427 |
1.1 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
19 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
1,787 |
2.4 |
| (n) Other |
0 |
0.0 |
| Total |
62,018 |
25.4 |
| By Discretionary |
| Discretionary |
53,328 |
14.5 |
| Non-Discretionary |
8,690 |
10.9 |
| Total |
62,018 |
25.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
25.4 |
| Total |
62,018 |
25.4 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $12.7B |
| Serves | Institutional, Retail |
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