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Adviser Profile

As of Date 11/01/2024
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 4
Registration SEC, Approved, 5/3/2013
Other registrations (1)
AUM* 333,153,211 -49.63%
of that, discretionary 130,100,846 -49.43%
Private Fund GAV* 0 -100.00%
Avg Account Size 4,563,743 -35.14%
% High Net Worth 63.01% 100.00%
SMA’s Yes
Private Funds 0 3
Contact Info 1 6 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- 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
- Performance-based fees