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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 11 37.50%
of those in investment advisory functions 10 42.86%
Registration Connecticut, Terminated, 03/31/2017
Other registrations (13)
AUM* 676,186,819 37.32%
of that, discretionary 667,059,768 38.04%
Private Fund GAV* 58,906,092 2.51%
Avg Account Size 2,012,461 7.08%
% High Net Worth 82.54% -1.10%
SMA’s Yes
Private Funds 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

483M 414M 345M 276M 207M 138M 69M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$58,906,092

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Brochure Summary