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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 3 -40.00%
Registration Maryland, Terminated, 12/09/2016
Other registrations (4)
AUM* 424,716,806 26.06%
of that, discretionary 411,041,806 22.01%
Private Fund GAV* 2,409,888 19.66%
Avg Account Size 386,809 31.46%
% High Net Worth 52.53% 36.04%
SMA’s Yes
Private Funds 1
Contact Info (80 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

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)
- Performance-based fees

Reported AUM

381M 326M 272M 217M 163M 109M 54M
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$2,409,888

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Brochure Summary