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Adviser Profile

As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 4
Registration SEC, Approved, 04/15/2015
AUM* 405,866,803 65.14%
of that, discretionary 405,763,492 65.15%
Private Fund GAV* 13,104,618 31.16%
Avg Account Size 740,633 31.39%
% High Net Worth 47.66% -5.32%
SMA’s Yes
Private Funds 1
Contact Info 732 xxxxxxx
Websites

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

281M 241M 201M 160M 120M 80M 40M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$13,104,618

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Brochure Summary