| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/08/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 -12.50% |
| of those in investment advisory functions | 6 |
| AUM* | 639,314,564 -17.71% |
| of that, discretionary | -100.00% |
| Private Fund GAV* | 51,991,894 |
| Avg Account Size | 159,828,641 719.60% |
| SMA’s | Yes |
| Private Funds | 3 |
| Websites |
- Pension and profit sharing plans
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count1 | GAV$ |
| Fund TypeOther Private Fund | Count2 | GAV$51,991,894 |