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Adviser Profile

As of Date 04/09/2025
Adviser Type - Large advisory firm
Number of Employees 10 -28.57%
of those in investment advisory functions 3 -70.00%
Registration SEC, Approved, 12/08/2016
AUM* 494,910,464 -4.04%
of that, discretionary 494,910,464 -4.04%
Private Fund GAV* 19,238,051 23.27%
Avg Account Size 596,278 16.30%
% High Net Worth 58.42% -8.81%
SMA’s Yes
Private Funds 3 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

646M 554M 461M 369M 277M 185M 92M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$19,238,051

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Brochure Summary