Adviser Profile

As of Date 02/02/2026
Registration SEC, Approved, 06/29/2006
ADV Location W. CONSHOHOCKEN, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 984,712,343 16%
of that, discretionary 984,654,556 16%
Number of Employees 7 17%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 3,744,153 27%
% High Net Worth 77.66% 29%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 867M 694M 520M 347M 173M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker82509L107 Stock NameSHOPIFY INC $ Position$180,473,023 % Position24.00% $ Change-5.00% # Change-1.00%
Stck Ticker64110L106 Stock NameNETFLIX INC. $ Position$163,052,967 % Position22.00% $ Change-28.00% # Change-3.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$116,031,539 % Position16.00% $ Change12.00% # Change-2.00%
Stck Ticker29444U700 Stock NameEQUINIX INC $ Position$33,253,284 % Position5.00% $ Change3.00% # Change-3.00%
Stck TickerM5216V106 Stock NameGLOBAL E ONLINE LTD $ Position$37,832,570 % Position5.00% $ Change13.00% # Change0.00%
Stck Ticker679295105 Stock NameOKTA INC $ Position$29,235,641 % Position4.00% $ Change64.00% # Change-5.00%
Stck Ticker49845K101 Stock NameKLAVIYO INC $ Position$18,974,781 % Position3.00% $ Change-7.00% # Change20.00%
Stck Ticker36168Q104 Stock NameGFL ENVIRONMENTAL INC $ Position$15,287,754 % Position2.00% $ Change-13.00% # Change-1.00%
Stck Ticker37637K108 Stock NameGITLAB INC $ Position$14,668,322 % Position2.00% $ Change22.00% # Change-13.00%
Stck Ticker09581B103 Stock NameBLUE OWL CAPITAL INC $ Position$18,429,711 % Position2.00% $ Change-1.00% # Change3.00%