| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 07/02/2024 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 31 10.71% |
| of those in investment advisory functions | 17 6.25% |
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count27 | GAV$2,203,300,448 |
| Fund TypeReal Estate Fund | Count6 | GAV$235,259,844 |