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Company Profile

As of Date 09/09/2024
Adviser Type - Large advisory firm
Number of Employees 21 162.50%
of those in investment advisory functions 12 140.00%
AUM* 3,255,638,722 109.60%
of that, discretionary 366,366,659 132.65%
Private Fund GAV* 0 -100.00%
Avg Account Size 12,767,211 921.53%
High Net Worth 77.43% -12.19%
SMA’s Yes
Private Funds 0 10
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1B 1B 997M 798M 598M 399M 199M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

Employees

Related Companies

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