| AUM* | 1,019,449,627 39% |
| of that, discretionary | 901,893,071 39% |
| Number of Employees | 23 35% |
| of those in investment advisory functions | 11 22% |
| Private Fund GAV* | 73,500,000 4% |
| Avg Account Size | 11,327,218 260% |
| High Net Worth | 88.89% -4% |
| SMA’s | No |
| Private Funds | 3 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |