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Adviser Profile

As of Date 03/10/2025
Adviser Type - Large advisory firm
Number of Employees 8 166.67%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 01/13/2017
AUM* 255,607,816 19.06%
of that, discretionary 252,387,048 42.60%
Private Fund GAV* 24,868,087 13.04%
Avg Account Size 335,004 20.15%
% High Net Worth 35.56% 16.51%
SMA’s Yes
Private Funds 2 1
Contact Info 859 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

Compensation Arrangments

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

Reported AUM

215M 184M 154M 123M 92M 61M 31M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$24,868,087

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Brochure Summary