Adviser Profile

As of Date 11/24/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 11,284,195,104 -2%
of that, discretionary 11,177,843,361 -2%
Number of Employees 27 -21%
of those in investment advisory functions 14 -18%
Private Fund GAV* 0
Avg Account Size 95,628,772 -11%
% High Net Worth 30.71% -13%
SMA’s Yes
Private Funds 0 105

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

22B 19B 16B 13B 10B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary