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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

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

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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