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Adviser Profile

As of Date 05/21/2024
Adviser Type - Large advisory firm
Number of Employees 11 10.00%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 03/04/1985
AUM* 1,275,914,769 -24.25%
of that, discretionary 1,275,914,769 -24.25%
Private Fund GAV* 60,153,527 6.45%
Avg Account Size 11,094,911 -25.56%
% High Net Worth 25.61% -29.32%
SMA’s Yes
Private Funds 1
Contact Info 831 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 809M 540M 270M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$60,153,527

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Brochure Summary