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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 8 -20.00%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 09/15/2017
AUM* 1,715,449,000 4.85%
of that, discretionary 360,449,000 1.22%
Private Fund GAV* 253,880,122
Avg Account Size 190,605,444 4.85%
SMA’s Yes
Private Funds 5
Contact Info 973 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

1B 1B 914M 731M 549M 366M 183M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count5 GAV$253,880,122

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Brochure Summary