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Adviser Profile

As of Date 03/14/2024
Adviser Type - Large advisory firm
Number of Employees 3 50.00%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 4/9/2018
AUM* 508,368,083 45.52%
of that, discretionary 465,084,773 50.04%
Private Fund GAV* 340,693,887 1.50%
Avg Account Size 22,102,960 -24.08%
% High Net Worth 63.64%
SMA’s Yes
Private Funds 6 1
Contact Info 305 xxxxxxx

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
317M 272M 226M 181M 136M 91M 45M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count6 GAV$340,693,887

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