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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 6 20.00%
of those in investment advisory functions 5
Registration Ohio, Terminated, 03/16/2016
Other registrations (1)
AUM* 359,732,579 15.11%
of that, discretionary 359,732,579 15.11%
Private Fund GAV* 9,480,665 -6.59%
Avg Account Size 643,529 17.58%
% High Net Worth 43.79% 3.84%
SMA’s Yes
Private Funds 6 2
Contact Info 614 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- 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)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
318M 273M 227M 182M 136M 91M 45M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,398,938
Fund TypePrivate Equity Fund Count5 GAV$8,081,727

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Brochure Summary