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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

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

Private Funds



Employees

Private Funds Structure

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

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