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Adviser Profile

As of Date 03/04/2025
Adviser Type - Large advisory firm
Number of Employees 16 23.08%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 03/09/2017
AUM* 1,531,369,044 59.39%
of that, discretionary 1,530,559,967 59.52%
Private Fund GAV* 30,653,874 -54.45%
Avg Account Size 7,893,655 31.46%
% High Net Worth 64.36% -22.89%
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
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

959M 822M 685M 548M 411M 274M 137M
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$30,653,874

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