| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 08/16/2024 |
| Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 30 |
| of those in investment advisory functions | 18 |
| AUM* | 965,122,308 44.41% |
| of that, discretionary | 688,448,150 7.89% |
| Private Fund GAV* | 295,368,392 -0.15% |
| Avg Account Size | 1,446,960 341.27% |
| High Net Worth | 17.69% 19.74% |
| SMA’s | Yes |
| Private Funds | 21 5 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count17 | GAV$150,343,145 |
| Fund TypeOther Private Fund | Count4 | GAV$145,025,247 |