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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

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

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