Adviser Profile
| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 07/14/1983 |
| ADV Location | BALTIMORE, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 4,536,497,889 -58% |
| of that, discretionary | 4,536,497,889 -58% |
| Number of Employees | 37 |
| of those in investment advisory functions | 13 -19% |
| Private Fund GAV* | 0 |
| Avg Account Size | 137,469,633 56% |
| % High Net Worth | 3.03% -87% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser (or subadviser) to an investment company
Client Types
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- 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 businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
18B
16B
13B
11B
8B
5B
3B
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck TickerM20791105 | Stock NameCAMTEK LTD | $ Position$29,189,345 | % Position6.00% | $ Change-69.00% | # Change-71.00% |
| Stck Ticker23804L103 | Stock NameDATADOG INC | $ Position$25,471,540 | % Position5.00% | $ Change22.00% | # Change-45.00% |
| Stck Ticker377322102 | Stock NameGLAUKOS CORP | $ Position$23,468,499 | % Position5.00% | $ Change-5.00% | # Change-27.00% |
| Stck TickerM5216V106 | Stock NameGLOBAL E ONLINE LTD | $ Position$23,806,720 | % Position5.00% | $ Change-45.00% | # Change-51.00% |
| Stck Ticker192422103 | Stock NameCOGNEX CORP | $ Position$25,487,640 | % Position5.00% | $ Change25.00% | # Change-15.00% |
| Stck Ticker98423F109 | Stock NameXOMETRY INC | $ Position$24,999,452 | % Position5.00% | $ Change45.00% | # Change-38.00% |
| Stck Ticker922475108 | Stock NameVEEVA SYS INC | $ Position$17,652,763 | % Position4.00% | $ Change-13.00% | # Change-13.00% |
| Stck Ticker92346J108 | Stock NameVERICEL CORP | $ Position$22,425,140 | % Position4.00% | $ Change18.00% | # Change-15.00% |
| Stck Ticker759916109 | Stock NameREPLIGEN CORP | $ Position$19,224,260 | % Position4.00% | $ Change-4.00% | # Change-17.00% |
| Stck Ticker902673102 | Stock NameUFP TECHNOLOGIES INC | $ Position$13,439,175 | % Position3.00% | $ Change18.00% | # Change-14.00% |