| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/22/2024 |
| Adviser Type
- Pension consultant - Related adviser |
|
| Number of Employees | 54 |
| of those in investment advisory functions | 40 -4.76% |
| AUM* | 212,637,399 25.19% |
| of that, discretionary | 212,637,399 25.19% |
| Private Fund GAV* | 7,852,102 9.57% |
| Avg Account Size | 10,631,870 31.45% |
| SMA’s | Yes |
| Private Funds | 1 |
| Websites |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeOther Private Fund | Count1 | GAV$7,852,102 |