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Adviser Profile

Registration status Terminated
As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 55 -3.51%
of those in investment advisory functions 32 6.67%

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 528M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary