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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 33 43.48%
of those in investment advisory functions 21 50.00%
Registration SEC, Approved, 07/28/2017
Other registrations (1)
AUM* 1,713,230,117 30.59%
of that, discretionary 1,713,230,117 30.59%
Private Fund GAV* 1,180,165,941 10.07%
Avg Account Size 81,582,387 -6.72%
% High Net Worth 13.64% 100.00%
SMA’s Yes
Private Funds 16 3
Contact Info 650 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

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 Count16 GAV$1,180,165,941

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Brochure Summary