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Adviser Profile

As of Date 05/16/2024
Adviser Type - Large advisory firm
Number of Employees 27 17.39%
of those in investment advisory functions 17 21.43%
Registration SEC, Approved, 07/28/2017
Other registrations (1)
AUM* 1,306,620,441 -0.40%
of that, discretionary 1,306,620,441 -0.40%
Private Fund GAV* 1,037,101,381 -3.27%
Avg Account Size 72,590,025 -17.00%
% High Net Worth 21.05% 100.00%
SMA’s Yes
Private Funds 15 2
Contact Info 650 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- 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

1B 1B 937M 750M 562M 375M 187M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count15 GAV$1,037,101,381

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Brochure Summary