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Adviser Profile

As of Date 03/03/2025
Adviser Type - Large advisory firm
Number of Employees 8 -11.11%
of those in investment advisory functions 8 -11.11%
Registration SEC, Approved, 11/29/2005
AUM* 7,457,031,060 21.02%
of that, discretionary 7,457,031,060 21.02%
Private Fund GAV* 311,593,820 -9.75%
Avg Account Size 42,369,495 19.64%
% High Net Worth 60.80% 3.71%
SMA’s Yes
Private Funds 48 5
Contact Info 303 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- 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

14B 12B 10B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count44 GAV$308,058,160
Fund TypeReal Estate Fund Count4 GAV$3,535,660

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Brochure Summary