| As of Date | 02/27/2026 |
| ADV Location | WHITE PLAINS, NY, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 10 -29% |
| of those in investment advisory functions | 6 -25% |
| Registration | SEC, Approved, 03/12/2012 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees