| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/01/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 16 45.45% |
| of those in investment advisory functions | 13 18.18% |
| AUM* | 1,409,190,130 78.17% |
| of that, discretionary | 1,279,257,367 75.45% |
| Private Fund GAV* | 0 -100.00% |
| Avg Account Size | 3,412,083 287.95% |
| High Net Worth | 52.30% 4.23% |
| SMA’s | Yes |
| Private Funds | 3 3 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count2 | GAV$ |
| Fund TypeVenture Capital Fund | Count1 | GAV$ |