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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 02/24/2017
AUM* 321,479,242 53.91%
of that, discretionary 321,479,242 53.91%
Private Fund GAV* 67,590,000 3.90%
Avg Account Size 2,844,949 23.95%
% High Net Worth 92.92% 0.66%
SMA’s Yes
Private Funds 6
Contact Info 203 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
224M 192M 160M 128M 96M 64M 32M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$38,200,000
Fund TypeReal Estate Fund Count1 GAV$14,150,000
Fund TypeOther Private Fund Count1 GAV$15,240,000

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Brochure Summary