Adviser Profile
| As of Date | 12/14/2023 |
| Registration status | Terminated |
| ADV Location | WAYNE, PA, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 110,231,603 -43% |
| of that, discretionary | 110,231,603 -43% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,743,868 -43% |
| SMA’s | No |
| Private Funds | 0 3 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
805M
690M
575M
460M
345M
230M
115M
2015
2016
2017
2018
2019
2020
2021
2022
2023