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Adviser Profile

As of Date 07/28/2025
Adviser Type - Large advisory firm
Number of Employees 44 12.82%
of those in investment advisory functions 17 13.33%
Registration SEC, Approved, 07/30/2021
AUM* 4,112,185,669 70.88%
of that, discretionary 4,112,185,669 70.88%
Private Fund GAV* 532,664,421 12.97%
Avg Account Size 105,440,658 40.21%
% High Net Worth 5.13% -17.95%
SMA’s No
Private Funds 19 13
Contact Info 424 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

3B 3B 2B 2B 1B 972M 486M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count16 GAV$296,652,907
Fund TypeOther Private Fund Count3 GAV$236,011,514

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Brochure Summary