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Adviser Profile

As of Date 03/28/2025
Adviser Type - Mid-sized advisory firm
Number of Employees 2
of those in investment advisory functions 1
Registration SEC, Approved, 08/30/1978
AUM* 70,376,580 24.68%
of that, discretionary 70,376,580 24.68%
Private Fund GAV* 29,881,326 28.07%
Avg Account Size 790,748 33.08%
% High Net Worth 30.34% 20.08%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

85M 73M 61M 49M 36M 24M 12M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$29,881,326

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Brochure Summary