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Adviser Profile

As of Date 04/02/2025
Adviser Type - Large advisory firm
Number of Employees 3 50.00%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 01/08/2015
AUM* 687,300,503 55.15%
of that, discretionary 500,000,000 12.87%
Private Fund GAV* 0
Avg Account Size 98,185,786 10.82%
SMA’s Yes
Private Funds 0
Contact Info 786 xxxxxxx
Websites

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

4B 3B 3B 2B 2B 1B 505M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary