| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 02/26/1975 |
| ADV Location | BETHESDA, MD, United States |
| Contact Info | 301 xxxxxxx |
| Websites |
| AUM* | 4,632,533,441 26% |
| of that, discretionary | 4,621,394,995 27% |
| Number of Employees | 22 10% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,162,139 20% |
| % High Net Worth | 76.77% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GROSSBERG COMPANY LLP | Filing Date01/08/2026 | Form ADV-E View Report |
| Accounting Firm Name GROSSBERG COMPANY LLP | Filing Date12/26/2024 | Form ADV-E View Report |
| Accounting Firm Name GROSSBERG COMPANY LLP | Filing Date01/30/2024 | Form ADV-E View Report |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser LBJ FAMILY WEALTH ADVISORS, LTD. | Hedge Fund- | Liquidity Fund- | Private Equity Fund60.7k | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV60.7k | AUM388.8m | #Funds2 | |
| Adviser FRONT BARNETT ASSOCIATES LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM999.3m | #Funds- | |
| Adviser SIPPICAN CAPITAL ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM175.0m | #Funds- | |
| Adviser RICHARDSON FINANCIAL SERVICES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM256.1m | #Funds- | |
| Adviser PRIO WEALTH LP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.7b | #Funds- | |
| Adviser VISION CAPITAL MANAGEMENT INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- | |
| Adviser MIDDLETON & COMPANY INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- | |
| Adviser GREENE WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.4b | #Funds- | |
| Adviser BECK, MACK & OLIVER LLC | Hedge Fund243.9m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund84.7m | Total Private Fund GAV328.6m | AUM6.2b | #Funds21 | |
| Adviser FIRST MANHATTAN CO. LLC | Hedge Fund1.2b | Liquidity Fund- | Private Equity Fund182.8m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund138.8m | Total Private Fund GAV1.6b | AUM38.1b | #Funds23 |