| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 04/02/2018 |
| ADV Location | PHILADELPHIA, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 1,934,205,000 -13% |
| of that, discretionary | 1,934,205,000 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,934,205,000 -13% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 177 35%
of those in investment advisory functions 30 50%
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds