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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 17 6.25%
of those in investment advisory functions 10
Registration SEC, Approved, 02/05/2016
AUM* 593,715,110 75.38%
of that, discretionary 552,969,387 81.36%
Private Fund GAV* 9,370,000
Avg Account Size 2,190,831 45.61%
% High Net Worth 53.51% 14.28%
SMA’s Yes
Private Funds 1
Contact Info 423 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- 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
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

310M 265M 221M 177M 133M 88M 44M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$9,370,000

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Brochure Summary