Adviser Profile

As of Date 03/26/2025
Registration status Terminated
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 50,302,951,631 8%
of that, discretionary 23,993,299,754 17%
Number of Employees 175 -14%
of those in investment advisory functions 29 -6%
Private Fund GAV* 0
Avg Account Size 270,445,977 8%
% High Net Worth 58.82% -2%
SMA’s Yes
Private Funds 0 56

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

32B 27B 23B 18B 14B 9B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary