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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 9 -25.00%
of those in investment advisory functions 7
Registration SEC, Approved, 01/22/2021
AUM* 140,660,217 8.51%
of that, discretionary 17,197,314 -0.90%
Private Fund GAV* 0
Avg Account Size 17,582,527 8.51%
% High Net Worth 87.50%
SMA’s No
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
207M 178M 148M 118M 89M 59M 30M
2020 2021 2022 2023

Private Funds



Employees

Brochure Summary