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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 2 -60.00%
Registration SEC, Approved, 12/26/1995
AUM* 369,876,043 65.30%
of that, discretionary 366,422,928 65.52%
Private Fund GAV* 93,917,574 -9.17%
Avg Account Size 1,688,932 41.14%
% High Net Worth 72.69% 41.34%
SMA’s Yes
Private Funds 5
Contact Info (85 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- 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
221M 190M 158M 127M 95M 63M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$93,917,574

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Brochure Summary