| AUM* | 639,314,564 -9% |
| of that, discretionary | -100% |
| Private Fund GAV* | 51,991,894 |
| Avg Account Size | 159,828,641 1742% |
| SMA’s | Yes |
| Private Funds | 3 |
Number of Employees 7
of those in investment advisory functions 6
- Pension and profit sharing plans
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypePrivate Equity Fund | Count1 | GAV$ |
| SEC Fund TypeOther Private Fund | Count2 | GAV$51,991,894 |