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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 15
of those in investment advisory functions 7
Registration SEC, Approved, 09/29/2000
AUM* 696,841,721 11.66%
of that, discretionary 696,841,721 11.66%
Private Fund GAV* 238,855,082 6.26%
Avg Account Size 4,438,482 17.35%
% High Net Worth 73.25% 0.72%
SMA’s Yes
Private Funds 7 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- 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
- Performance-based fees

Reported AUM

922M 790M 659M 527M 395M 263M 132M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count7 GAV$238,855,082

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