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Adviser Profile

As of Date 03/11/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 06/14/2017
AUM* 276,092,174 11.28%
of that, discretionary 234,756,439 17.19%
Private Fund GAV* 3,579,324 -26.85%
Avg Account Size 784,353 24.24%
% High Net Worth 31.11% -26.37%
SMA’s Yes
Private Funds 1 1
Contact Info (57 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
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

217M 186M 155M 124M 93M 62M 31M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$3,579,324

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Brochure Summary