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Adviser Profile

As of Date 03/07/2025
Adviser Type - Large advisory firm
Number of Employees 26 44.44%
of those in investment advisory functions 15 50.00%
Registration SEC, Approved, 06/03/2020
AUM* 2,580,844,138 76.82%
of that, discretionary 2,580,844,138 76.82%
Private Fund GAV* 37,910,000 13.00%
Avg Account Size 643,442 34.85%
% High Net Worth 41.32% -10.10%
SMA’s Yes
Private Funds 1
Contact Info (72 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 834M 626M 417M 209M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$37,910,000

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Brochure Summary