Adviser Profile

AUM* 268,442,170 32%
of that, discretionary 262,956,538 32%
Number of Employees 3 -25%
of those in investment advisory functions 3 -25%
Private Fund GAV* 4,319,166 243%
Avg Account Size 464,433 16%
% High Net Worth 40.97% 42%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

263M 225M 188M 150M 113M 75M 38M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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