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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 12 33.33%
of those in investment advisory functions 4 -42.86%
Registration SEC, Approved, 10/23/2018
AUM* 492,319,259 -55.14%
of that, discretionary 423,275,592 -58.17%
Private Fund GAV* 0
Avg Account Size 37,870,712 -51.69%
SMA’s Yes
Private Funds 0
Contact Info 646 xxxxxxx
Websites

Client Types

- Insurance companies

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

1B 867M 723M 578M 434M 289M 145M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary