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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 08/10/2015
AUM* 321,870,000 -9.66%
of that, discretionary 321,870,000 -9.51%
Private Fund GAV* 0
Avg Account Size 11,098,966 9.03%
% High Net Worth 50.00%
SMA’s Yes
Private Funds 0 1
Contact Info 312 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above

Advisory Activities

- 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)

Reported AUM

Discretionary
Non-discretionary
1B 943M 786M 629M 471M 314M 157M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary