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Adviser Profile

Registration status Terminated
As of Date 11/24/2024
Adviser Type - Large advisory firm
Number of Employees 27 -20.59%
of those in investment advisory functions 14 -17.65%
AUM* 11,284,195,104 -2.08%
of that, discretionary 11,177,843,361 -2.04%
Private Fund GAV* 0 -100.00%
Avg Account Size 95,628,772 -11.21%
% High Net Worth 30.71% -14.86%
SMA’s Yes
Private Funds 0 102
Contact Info 212 xxxxxxx
Websites

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

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

Private Funds



Employees

Brochure Summary