| AUM* | 3,189,256,194 4% |
| of that, discretionary | 159,037,194 1% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 82,247,261 2% |
| Avg Account Size | 265,771,350 21% |
| % High Net Worth | 16.67% -28% |
| SMA’s | No |
| Private Funds | 5 1 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |