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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 9 -10.00%
of those in investment advisory functions 7 -12.50%
Registration SEC, Approved, 06/22/2011
AUM* 954,720,913 -14.12%
of that, discretionary 954,720,913 -14.12%
Private Fund GAV* 569,888,303 -11.47%
Avg Account Size 63,648,061 -2.67%
% High Net Worth 12.50% 100.00%
SMA’s Yes
Private Funds 2
Contact Info 847 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Other

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

Reported AUM

Discretionary
Non-discretionary
1B 1B 851M 680M 510M 340M 170M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$569,888,303

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Brochure Summary