other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Terminated
As of Date 01/09/2025
Adviser Type - Large advisory firm
Number of Employees 10 25.00%
of those in investment advisory functions 6 20.00%
AUM* 1,618,524,064 4.20%
of that, discretionary 166,714,565 5.87%
Private Fund GAV* 0 -100.00%
Avg Account Size 12,355,146 0.23%
% High Net Worth 78.29% -11.21%
SMA’s Yes
Private Funds 0 10
Contact Info 949 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
1B 1B 997M 798M 598M 399M 199M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary