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Adviser Profile

As of Date 02/22/2024
Adviser Type - Large advisory firm
Number of Employees 18 5.88%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 9/14/2007
AUM* 4,347,576,784 11.39%
of that, discretionary 4,347,576,784 11.39%
Private Fund GAV* 1,653,254,854 16.58%
Avg Account Size 189,025,078 30.76%
% High Net Worth 4.55% 100.00%
SMA’s Yes
Private Funds 5 1
Contact Info 804 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

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

Recent News

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 675M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$1,428,982,073
Fund TypeOther Private Fund Count2 GAV$224,272,781

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