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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 40 -16.67%
of those in investment advisory functions 22 -4.35%
Registration SEC, Approved, 11/08/2002
AUM* 3,584,843,078 -21.38%
of that, discretionary 3,584,843,078 -21.38%
Private Fund GAV* 1,110,850,100 -19.41%
Avg Account Size 10,797,720 -4.57%
% High Net Worth 70.78% -4.89%
SMA’s Yes
Private Funds 6 2
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 3B 2B 836M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count6 GAV$1,110,850,100

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Brochure Summary