Adviser Profile

AUM* 64,584,467
of that, discretionary 64,584,467
Number of Employees 29
of those in investment advisory functions 12
Private Fund GAV* 0
Avg Account Size 1,699,591
% High Net Worth 87.18%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

65M 55M 46M 37M 28M 18M 9M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees