| AUM* | 521,852,085 9% |
| of that, discretionary | 521,852,085 9% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 481,651,064 7% |
| Avg Account Size | 40,142,468 9% |
| SMA’s | Yes |
| Private Funds | 6 1 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |