Adviser Profile

As of Date 04/01/2024
Registration SEC, Approved, 05/30/2012
ADV Location PARIS, France
Contact Info 011 xxxxxxx
Websites
AUM* 490,159,792 28%
of that, discretionary 490,159,792 28%
Number of Employees 12
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 1,049,593 22%
% High Net Worth 9.85% -9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

910M 780M 650M 520M 390M 260M 130M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary