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Adviser Profile

As of Date 07/16/2024
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* 380,426,893 12.92%
of that, discretionary 379,362,468 12.60%
Private Fund GAV* 2,014,004
Avg Account Size 351,596 19.49%
% High Net Worth 52.92% 37.05%
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$2,014,004

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Brochure Summary