| As of Date | 04/09/2026 |
| Registration | SEC, Approved, 06/27/2025 |
| ADV Location | CHAGRIN FALLS, OH, United States |
| Contact Info | 440 xxxxxxx |
| Websites |
| AUM* | 7,892,536,221 3% |
| of that, discretionary | 7,808,856,791 3% |
| Number of Employees | 495 1169% |
| of those in investment advisory functions | 38 65% |
| Private Fund GAV* | 7,808,856,791 4% |
| Avg Account Size | 328,855,676 8% |
| SMA’s | No |
| Private Funds | 24 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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