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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 16 -11.11%
of those in investment advisory functions 16 -11.11%
Registration SEC, Approved, 06/29/1998
AUM* 1,655,681,302 20.32%
of that, discretionary 725,270,755 13.28%
Private Fund GAV* 9,846,553 -17.52%
Avg Account Size 9,515,410 17.56%
% High Net Worth 53.90% -4.12%
SMA’s Yes
Private Funds 3 1
Contact Info 954 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- 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
- Pension consulting services

Compensation Arrangments

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

Reported AUM

758M 650M 541M 433M 325M 217M 108M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$9,846,553

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Brochure Summary