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Adviser Profile

As of Date 03/30/2025
Adviser Type - Large advisory firm
Number of Employees 12 20.00%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 02/10/2016
AUM* 854,542,445 34.21%
of that, discretionary 802,072,113 37.44%
Private Fund GAV* 6,255,861 -0.44%
Avg Account Size 2,581,699 28.94%
% High Net Worth 95.92% -2.04%
SMA’s Yes
Private Funds 1
Contact Info (78 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

680M 583M 486M 389M 292M 194M 97M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$6,255,861

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Brochure Summary