other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/13/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 4
Registration SEC, Approved, 01/05/2004
AUM* 427,200,000 -43.64%
of that, discretionary 427,200,000 -43.64%
Private Fund GAV* 0
Avg Account Size 19,418,182 -35.95%
% High Net Worth 4.55% 100.00%
SMA’s Yes
Private Funds 0
Contact Info 917 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

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

761M 652M 543M 435M 326M 217M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary