Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 02/24/2014
ADV Location ATLANTA, GA, United States
Contact Info 800 xxxxxxx
Websites
AUM* 1,446,157,958 177%
of that, discretionary 1,446,157,958 177%
Number of Employees 13 -13%
of those in investment advisory functions 5 25%
Private Fund GAV* 73,319,164 442%
Avg Account Size 65,734,453 76%
SMA’s Yes
Private Funds 2 1

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles
- Other investment advisers
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 1B 826M 620M 413M 207M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary