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Adviser Profile

AUM* 70,154,134 -81%
of that, discretionary 70,154,134 -27%
Number of Employees 14 8%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 23,384,711 -49%
% High Net Worth 50.00% 33%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

269M 230M 192M 154M 115M 77M 38M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary