| AUM* | 117,360,392 5% |
| of that, discretionary | 111,225,642 4% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 100,888,329 |
| Avg Account Size | 1,413,981 8% |
| High Net Worth | 13.25% 21% |
| SMA’s | No |
| Private Funds | 5 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |