| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/27/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 45 |
| of those in investment advisory functions | 28 |
| Registration | SEC, Approved, 08/05/2024 |
| AUM* | 2,080,500,590 |
| of that, discretionary | 2,024,777,717 |
| Private Fund GAV* | 46,525,698 28.15% |
| Avg Account Size | 378,686 |
| % High Net Worth | 37.49% |
| SMA’s | No |
| Private Funds | 1 |
| Contact Info | 302 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count1 | GAV$46,525,698 |