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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 133 9.02%
of those in investment advisory functions 68 1.49%
Registration SEC, Approved, 05/03/2017
AUM* 7,282,480,817 12.11%
of that, discretionary 5,461,209,586 17.12%
Private Fund GAV* 20,895,492 5.10%
Avg Account Size 672,250 25.42%
% High Net Worth 33.56% -0.11%
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
- Other

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$20,895,492

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Brochure Summary