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Adviser Profile

As of Date 03/14/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 1
Registration SEC, Approved, 05/15/1986
AUM* 126,450,949 14.41%
of that, discretionary 88,145,921 63.99%
Private Fund GAV* 3,573,903 -6.22%
Avg Account Size 1,600,645 8.62%
% High Net Worth 94.12% -0.65%
SMA’s Yes
Private Funds 1
Contact Info 310 xxxxxxx

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

113M 97M 81M 65M 48M 32M 16M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$3,573,903

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