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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

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

Private Funds



Employees

Private Funds Structure

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

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Brochure Summary