| AUM* | 1,656,896,240 -43% |
| of that, discretionary | 1,635,811,963 -43% |
| Number of Employees | 19 -39% |
| of those in investment advisory functions | 11 -35% |
| Private Fund GAV* | 1,434,946,986 -50% |
| Avg Account Size | 5,896,428 -42% |
| High Net Worth | 61.97% 11% |
| SMA’s | Yes |
| Private Funds | 29 4 |
- Individuals (other than high net worth individuals)
- 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
| {{ TypeColumnLabel }} | Count | GAV |
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