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Adviser Profile

As of Date 03/06/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 09/06/2018
AUM* 384,984,892 43.34%
of that, discretionary 384,984,892 43.34%
Private Fund GAV* 10,348,348 30.02%
Avg Account Size 13,749,460 27.98%
% High Net Worth 96.43% 0.45%
SMA’s Yes
Private Funds 1
Contact Info 650 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
359M 308M 257M 205M 154M 103M 51M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$10,348,348

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Brochure Summary