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Adviser Profile

As of Date 03/21/2025
Adviser Type - Large advisory firm
Number of Employees 8 14.29%
of those in investment advisory functions 4 33.33%
Registration SEC, Approved, 04/12/2005
AUM* 2,231,506,173 52.34%
of that, discretionary 535,706,173 28.53%
Private Fund GAV* 0 -100.00%
Avg Account Size 171,654,321 17.19%
% High Net Worth 63.64% -27.27%
SMA’s No
Private Funds 0
Contact Info 203 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 1B 674M 337M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary