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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 10 11.11%
of those in investment advisory functions 5 -16.67%
Registration SEC, Approved, 02/20/1987
AUM* 1,070,516,090 41.11%
of that, discretionary 1,070,516,090 41.11%
Private Fund GAV* 474,780,383 45.76%
Avg Account Size 42,820,644 41.11%
% High Net Worth 72.00%
SMA’s Yes
Private Funds 2
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

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
- Performance-based fees

Reported AUM

1B 976M 813M 650M 488M 325M 163M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$474,780,383

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Brochure Summary