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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 17 6.25%
of those in investment advisory functions 9
Registration SEC, Approved, 02/09/2017
AUM* 6,902,401,627 20.61%
of that, discretionary 1,913,525,081 277.14%
Private Fund GAV* 139,173,145 1.64%
Avg Account Size 627,491,057 75.43%
% High Net Worth 4.55% 100.00%
SMA’s Yes
Private Funds 8 2
Contact Info 732 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 745M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count8 GAV$139,173,145

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Brochure Summary