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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 17 13.33%
of those in investment advisory functions 9
Registration SEC, Approved, 08/22/2002
AUM* 3,951,461,460 3.28%
of that, discretionary 3,951,461,460 3.28%
Private Fund GAV* 0
Avg Account Size 85,901,336 5.53%
% High Net Worth 19.57% 40.22%
SMA’s Yes
Private Funds 0
Contact Info 240 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- 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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 547M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary