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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 15 36.36%
of those in investment advisory functions 10 25.00%
Registration SEC, Approved, 04/30/2020
AUM* 1,647,915,798 47.11%
of that, discretionary 1,624,883,673 45.05%
Private Fund GAV* 98,715,356 22.73%
Avg Account Size 684,919 -0.03%
% High Net Worth 68.28% 4.23%
SMA’s Yes
Private Funds 1
Contact Info 212 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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 960M 800M 640M 480M 320M 160M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$98,715,356

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Brochure Summary