Adviser Profile
| As of Date | 04/02/2020 |
| Registration status | Terminated |
| ADV Location | WEXFORD, PA, United States |
| AUM* | 638,283,203 |
| of that, discretionary | 287,359,245 |
| Number of Employees | 14 |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 0 |
| Avg Account Size | 319,141,602 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
351M
301M
251M
201M
150M
100M
50M
2019
2020