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Adviser Profile

As of Date 06/20/2024
Adviser Type - Large advisory firm
Number of Employees 3 50.00%
of those in investment advisory functions 2
Registration SEC, Approved, 09/24/2019
AUM* 181,051,270 -28.15%
of that, discretionary 181,051,270 -8.42%
Private Fund GAV* 7,380,169
Avg Account Size 891,878 -81.60%
% High Net Worth 63.01% -30.35%
SMA’s Yes
Private Funds 1
Contact Info 412 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- 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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
198M 169M 141M 113M 85M 56M 28M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$7,380,169

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Brochure Summary