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Adviser Profile

As of Date 02/07/2025
Adviser Type - Large advisory firm
Number of Employees 133 9.02%
of those in investment advisory functions 64 -4.48%
Registration SEC, Approved, 05/03/2017
AUM* 6,817,172,721 4.95%
of that, discretionary 4,915,722,542 5.42%
Private Fund GAV* 19,881,285
Avg Account Size 671,709 25.32%
% High Net Worth 32.88% -2.12%
SMA’s Yes
Private Funds 1
Contact Info 713 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- 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 businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

5B 4B 3B 3B 2B 1B 666M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$19,881,285

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Brochure Summary