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Company Profile

As of Date 01/13/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 18
of those in investment advisory functions 10
AUM* 357,623,337 29.84%
of that, discretionary 349,725,734 30.43%
Private Fund GAV* 0 -100.00%
Avg Account Size 200,574 16.77%
High Net Worth 23.15% 36.91%
SMA’s Yes
Private Funds 0 1
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

268M 230M 192M 153M 115M 77M 38M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Related Companies

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Related Companies Historical AUM