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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 5 25.00%
of those in investment advisory functions 2 100.00%
Registration SEC, Approved, 01/18/2006
AUM* 4,896,842,782 51.78%
of that, discretionary 4,896,842,782 51.78%
Private Fund GAV* 93,978,184 5.08%
Avg Account Size 445,167,526 37.98%
% High Net Worth 9.09% -72.73%
SMA’s Yes
Private Funds 1
Contact Info 858 xxxxxxx

Client Types

- High net worth individuals
- Pooled investment vehicles
- Insurance companies
- 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

Reported AUM

3B 3B 2B 2B 1B 922M 461M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$93,978,184

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