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Company Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 47
of those in investment advisory functions 18 -5.26%
AUM* 4,737,298,353 9.80%
of that, discretionary 3,960,080,904 11.12%
Private Fund GAV* 378,024,192 -14.06%
Avg Account Size 3,738,988 35.45%
High Net Worth 73.52% -0.03%
SMA’s Yes
Private Funds 12 2
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 615M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count8 GAV$307,449,948
Fund TypeVenture Capital Fund Count4 GAV$70,574,244

Related Companies

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