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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 18 5.88%
of those in investment advisory functions 11 22.22%
Registration SEC, Approved, 11/30/2017
AUM* 682,691,835 33.92%
of that, discretionary 680,434,699 35.72%
Private Fund GAV* 3,664,742 -49.37%
Avg Account Size 350,458 18.79%
% High Net Worth 40.25% 5.06%
SMA’s Yes
Private Funds 1
Contact Info (40 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

530M 454M 379M 303M 227M 151M 76M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$3,664,742

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Brochure Summary