| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company |
|
| Number of Employees | 88 5% |
| of those in investment advisory functions | 61 5% |
| Registration | SEC, Approved, 10/01/2008 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name EISNERAMPER LLP | Filing Date02/27/2025 | Form ADV-E View Report |
| Accounting Firm Name EISNERAMPER LLP | Filing Date01/26/2024 | Form ADV-E View Report |
| Accounting Firm Name EISNERAMPER LLP | Filing Date12/28/2022 | Form ADV-E View Report |
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|---|---|---|---|---|---|
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| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$203,222,162 | % Position3.00% | $ Change45390.00% | # Change44840.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO. | $ Position$160,187,700 | % Position2.00% | $ Change580.00% | # Change525.00% |