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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 5 25.00%
of those in investment advisory functions 4
Registration SEC, Approved, 08/20/2008
AUM* 1,681,945,178 -6.44%
of that, discretionary 1,681,945,178 -6.44%
Private Fund GAV* 1,283,595,874 -6.62%
Avg Account Size 14,016,210 -18.91%
% High Net Worth 95.00% 0.82%
SMA’s Yes
Private Funds 6
Contact Info 720 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 770M 514M 257M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count6 GAV$1,283,595,874

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