| Revenue | {{ Info.Revenue | formatUSD }} | 
| Headquarters | {{ Info.Headquarters }} | 
| As of Date | 07/02/2025 | 
| Adviser Type - Large advisory firm | |
| Number of Employees | 35 25.00% | 
| of those in investment advisory functions | 19 18.75% | 
 - High net worth individuals
 - Pooled investment vehicles
 - Financial planning services
 - Portfolio management for individuals and/or small businesses
 - Portfolio management for pooled investment vehicles
 - Selection of other advisers
 - A percentage of assets under your management
 - Hourly charges
 - Fixed fees (other than subscription fees)
 - Performance-based fees
| Fund Type | Count | GAV | 
|---|---|---|
| Fund TypePrivate Equity Fund | Count28 | GAV$2,640,426,853 | 
| Fund TypeReal Estate Fund | Count6 | GAV$241,082,471 |