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Adviser Profile

As of Date 04/16/2025
Adviser Type - Large advisory firm
Number of Employees 25 13.64%
of those in investment advisory functions 10
Registration SEC, Approved, 01/06/1994
AUM* 979,307,064 22.44%
of that, discretionary 922,725,090 18.76%
Private Fund GAV* 120,564,121 19.82%
Avg Account Size 1,238,062 9.91%
% High Net Worth 67.83% -9.04%
SMA’s Yes
Private Funds 1
Contact Info 610 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
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- 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

1B 877M 731M 585M 438M 292M 146M
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 Count1 GAV$120,564,121

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Brochure Summary