| AUM* | 175,100,164 20% |
| of that, discretionary | 175,100,164 20% |
| Number of Employees | 4 -33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 172,801,164 37% |
| Avg Account Size | 14,591,680 0% |
| % High Net Worth | 75.00% -6% |
| SMA’s | No |
| Private Funds | 3 1 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |