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Adviser Profile

As of Date 03/31/2025
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

Discretionary
Non-discretionary
1B 877M 731M 585M 438M 292M 146M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$120,564,121

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Brochure Summary