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Adviser Profile

As of Date 04/16/2025
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 4
Registration SEC, Approved, 06/19/2014
AUM* 2,213,674,691 177.50%
of that, discretionary 2,213,674,691 177.50%
Private Fund GAV* 1,756,896,397 142.52%
Avg Account Size 122,981,927 208.34%
% High Net Worth 63.64% -27.27%
SMA’s Yes
Private Funds 4 3
Contact Info 214 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

2B 1B 1B 927M 696M 464M 232M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$1,756,896,397

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Brochure Summary