Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 08/31/2022
ADV Location CONSHOHOCKEN, PA, United States
Contact Info (61 xxxxxxx
Websites
AUM* 1,453,767,459 361%
of that, discretionary 1,453,767,459 361%
Number of Employees 11 -15%
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 363,441,865 361%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1B 1B 1B 831M 623M 415M 208M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary