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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 59 -1.67%
of those in investment advisory functions 16 14.29%
Registration SEC, Approved, 07/18/2016
AUM* 2,565,192,781 18.16%
of that, discretionary 1,257,386,786 59.67%
Private Fund GAV* 0 -100.00%
Avg Account Size 513,038,556 -5.48%
SMA’s No
Private Funds 1
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 988M 791M 593M 395M 198M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$

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Brochure Summary