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Adviser Profile

As of Date 03/04/2025
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 2
Registration SEC, Approved, 09/15/1982
AUM* 218,299,193 21.25%
of that, discretionary 218,299,193 21.25%
Private Fund GAV* 80,434,665 15.19%
Avg Account Size 7,527,558 21.25%
% High Net Worth 62.07%
SMA’s Yes
Private Funds 1
Contact Info 409 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
270M 231M 193M 154M 116M 77M 39M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$80,434,665

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Brochure Summary