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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 15 7.14%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 02/09/2016
AUM* 236,784,810 39.88%
of that, discretionary 236,784,810 39.88%
Private Fund GAV* 101,788,459 31.87%
Avg Account Size 59,196,203 39.88%
SMA’s Yes
Private Funds 1
Contact Info 917 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

171M 146M 122M 98M 73M 49M 24M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$101,788,459

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Brochure Summary