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Adviser Profile

As of Date 04/01/2025
Adviser Type - Large advisory firm
Number of Employees 5 -44.44%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 05/02/2006
AUM* 137,085,705 -34.55%
of that, discretionary 133,061,652 -34.90%
Private Fund GAV* 3,100,000 -59.85%
Avg Account Size 370,502 13.22%
% High Net Worth 18.88% -12.48%
SMA’s Yes
Private Funds 3
Contact Info 248 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
210M 180M 150M 120M 90M 60M 30M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$
Fund TypeOther Private Fund Count2 GAV$3,100,000

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Brochure Summary