other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 19 -13.64%
of those in investment advisory functions 17 -15.00%
Registration Louisiana, Terminated, 10/18/2016
Other registrations (5)
AUM* 634,365,000 -57.04%
of that, discretionary 634,365,000 -57.04%
Private Fund GAV* 0 -100.00%
Avg Account Size 946,813 -53.71%
% High Net Worth 6.96% -16.52%
SMA’s Yes
Private Funds 0 1
Contact Info 479 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Other investment advisers
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 2B 2B 1B 1B 721M 361M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary