| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 12/03/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 19 35.71% |
| of those in investment advisory functions | 9 28.57% |
| AUM* | 1,756,284,295 15.85% |
| of that, discretionary | 1,741,867,186 14.90% |
| Private Fund GAV* | 24,489,223 |
| Avg Account Size | 674,975 4.32% |
| High Net Worth | 28.56% -29.09% |
| SMA’s | Yes |
| Private Funds | 1 |
| 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
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$24,489,223 |