Adviser Profile

As of Date 04/13/2026
Registration SEC, Approved, 04/02/2012
Contact Info 908 xxxxxxx
AUM* 344,278,492 21%
of that, discretionary 344,278,492 21%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 344,278,492 141%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

344M 295M 246M 197M 148M 98M 49M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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