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Adviser Profile

As of Date 03/07/2025
Adviser Type - Large advisory firm
Number of Employees 4 100.00%
of those in investment advisory functions 2
Registration SEC, Approved, 09/24/2019
AUM* 217,615,400 -13.64%
of that, discretionary 217,615,400 10.08%
Private Fund GAV* 3,012,400 -59.18%
Avg Account Size 1,250,663 -74.19%
% High Net Worth 52.38% -42.11%
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$3,012,400

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Brochure Summary