| AUM* | 250,000,000 4% |
| of that, discretionary | 240,000,000 4% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 59,380,879 -12% |
| Avg Account Size | 478,927 7% |
| High Net Worth | 88.96% -9% |
| SMA’s | Yes |
| Private Funds | 30 4 |
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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