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Company Profile

As of Date 10/01/2024
Adviser Type - Large advisory firm
Number of Employees 15 36.36%
of those in investment advisory functions 11
AUM* 901,029,636 13.92%
of that, discretionary 823,446,039 12.94%
Private Fund GAV* 0 -100.00%
Avg Account Size 2,925,421 232.62%
High Net Worth 51.62% 2.88%
SMA’s Yes
Private Funds 2 2
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- 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
- Pension consulting services

Compensation Arrangments

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

Reported AUM

729M 625M 521M 417M 312M 208M 104M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$
Fund TypeVenture Capital Fund Count1 GAV$

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