Adviser Profile

AUM* 218,000,000 15%
of that, discretionary 218,000,000 15%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 458,947 3%
% High Net Worth 50.00% -39%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

218M 187M 156M 125M 93M 62M 31M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary