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Adviser Profile

As of Date 03/18/2025
Adviser Type - Large advisory firm
Number of Employees 20 11.11%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 09/26/2003
AUM* 3,903,699,204 20.19%
of that, discretionary 3,883,481,934 19.96%
Private Fund GAV* 17,166,701 -15.46%
Avg Account Size 44,360,218 3.80%
% High Net Worth 6.90% 100.00%
SMA’s Yes
Private Funds 1
Contact Info 312 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
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 514M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$17,166,701

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Brochure Summary