| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/07/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 20 17.65% |
| of those in investment advisory functions | 9 12.50% |
| AUM* | 2,029,410,894 32.61% |
| of that, discretionary | 2,012,336,108 32.74% |
| Private Fund GAV* | 25,926,863 5.87% |
| Avg Account Size | 677,826 14.95% |
| High Net Worth | 31.98% 2.27% |
| 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
- 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$25,926,863 |