| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 04/17/2025 |
|
Adviser Type
- Large advisory firm - Outside the United States - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 59 51.28% |
| of those in investment advisory functions | 23 27.78% |
| Registration | SEC, Approved, 06/14/2002 |
| AUM* | 922,252,042 37.09% |
| of that, discretionary | 922,252,042 37.09% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,712,506 1.20% |
| % High Net Worth | 40.67% 23.52% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 416 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds