| AUM* | 381,026,881 18% |
| of that, discretionary | 153,225,006 -31% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 745,649 3% |
| % High Net Worth | 30.34% 29% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser RATHER & KITTRELL, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.3b | #Funds- | |
| Adviser CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Hedge Fund- | Liquidity Fund- | Private Equity Fund173.5m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV173.5m | AUM33.9b | #Funds3 | |
| Adviser STEFFES FINANCIAL, LTD | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM611.5m | #Funds- | |
| Adviser STIFEL, NICOLAUS & COMPANY, INCORPORATED | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund6.1m | Other Fund379.6m | Total Private Fund GAV391.8m | AUM197.5b | #Funds23 | |
| Adviser EVEREST CONSULTANTS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM633.1m | #Funds- | |
| Adviser JANNEY MONTGOMERY SCOTT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM110.1b | #Funds- | |
| Adviser CITIGROUP GLOBAL MARKETS INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM56.0b | #Funds2 | |
| Adviser DUNTON AMMON GRESHAM JR | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM214.2m | #Funds- | |
| Adviser PASADENA PRIVATE WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund1.5m | Real Estate Fund49.1m | Securitized Asset Fund- | Venture Capital Fund5.7m | Other Fund75.1m | Total Private Fund GAV137.1m | AUM1.6b | #Funds6 | |
| Adviser RIDGEWOOD INVESTMENTS | Hedge Fund23.3m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund10.2m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund6.1m | Total Private Fund GAV39.7m | AUM419.2m | #Funds8 |