| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/29/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 71 39.22% |
| of those in investment advisory functions | 27 42.11% |
| AUM* | 618,297,809 46.39% |
| of that, discretionary | 618,297,809 46.39% |
| Private Fund GAV* | 226,982,580 |
| Avg Account Size | 1,075,301 26.53% |
| High Net Worth | 20.57% 20.43% |
| SMA’s | Yes |
| Private Funds | 12 4 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$171,330,822 |
| Fund TypePrivate Equity Fund | Count8 | GAV$49,920,687 |
| Fund TypeReal Estate Fund | Count1 | GAV$5,731,071 |