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Adviser Profile

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 8 100.00%
of those in investment advisory functions 2 100.00%
Registration SEC, Approved, 03/09/2020
AUM* 2,443,073,000 134.40%
of that, discretionary 0
Private Fund GAV* 0 -100.00%
Avg Account Size 1,221,536,500 837.61%
SMA’s Yes
Private Funds 0 1
Contact Info 314 xxxxxxx
Websites

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
1B 893M 744M 596M 447M 298M 149M
2020 2021 2022 2023

Private Funds



Employees

Brochure Summary