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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

4B 4B 3B 2B 2B 1B 615M
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 Count8 GAV$307,449,948
Fund TypeVenture Capital Fund Count4 GAV$70,574,244

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