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Adviser Profile

AUM* 116,268,818
of that, discretionary 93,955,198
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 41,041,467
Avg Account Size 649,546
% High Net Worth 46.81%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

117M 100M 83M 67M 50M 33M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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