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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

221M 190M 158M 127M 95M 63M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

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