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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 99 115.22%
of those in investment advisory functions 32 68.42%
Registration SEC, Approved, 05/13/2019
AUM* 27,695,485,582 171.39%
of that, discretionary 12,453,071,296 25.74%
Private Fund GAV* 2,568,407,445 11.50%
Avg Account Size 2,239,829 86.80%
% High Net Worth 90.80% 3.38%
SMA’s Yes
Private Funds 33 17
Contact Info (42 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
10B 9B 7B 6B 4B 3B 1B
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$662,358,579
Fund TypePrivate Equity Fund Count1 GAV$
Fund TypeReal Estate Fund Count7 GAV$718,916,449
Fund TypeOther Private Fund Count23 GAV$1,187,132,417

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Brochure Summary