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Company Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 35 25.00%
of those in investment advisory functions 19 18.75%
AUM* 3,296,517,704 26.90%
of that, discretionary 3,274,514,332 27.13%
Private Fund GAV* 2,881,509,324 17.27%
Avg Account Size 10,808,255 12.04%
High Net Worth 59.52% 24.81%
SMA’s Yes
Private Funds 34
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 1B 1B 736M 368M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count28 GAV$2,640,426,853
Fund TypeReal Estate Fund Count6 GAV$241,082,471

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