| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 01/21/2026 |
| ADV Location | PHILADELPHIA, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 3,213,168,255 |
| of that, discretionary | 2,208,254,494 |
| Number of Employees | 52 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 2,208,254,494 |
| Avg Account Size | 65,574,862 |
| % High Net Worth | 2.08% |
| SMA’s | No |
| Private Funds | 6 |
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- State or municipal government entities
- 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 | |
|---|---|---|
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