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Adviser Profile

As of Date 04/08/2025
Adviser Type - Large advisory firm
Number of Employees 6 200.00%
of those in investment advisory functions 6 200.00%
Registration SEC, Approved, 04/09/2018
AUM* 553,848,145 58.54%
of that, discretionary 483,747,929 56.06%
Private Fund GAV* 351,994,564 3.32%
Avg Account Size 22,153,926 -23.90%
% High Net Worth 80.00% 25.71%
SMA’s Yes
Private Funds 5
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

Reported AUM

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$351,994,564

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