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Adviser Profile

As of Date 01/03/2025
Adviser Type - Large advisory firm
Number of Employees 44 18.92%
of those in investment advisory functions 24 -11.11%
Registration SEC, Approved, 12/22/1974
AUM* 5,425,014,709 45.38%
of that, discretionary 5,425,014,709 45.38%
Private Fund GAV* 58,265,881 27.78%
Avg Account Size 4,660,666 37.63%
% High Net Worth 55.61% 0.88%
SMA’s Yes
Private Funds 1
Contact Info 518 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4B 4B 3B 2B 2B 1B 621M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$58,265,881

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Brochure Summary