| As of Date | 10/29/2025 |
| Registration | SEC, Approved, 04/02/2018 |
| ADV Location | PHILADELPHIA, PA, United States |
| Contact Info | 215 xxxxxxx |
| Websites |
| AUM* | 2,271,975,141 2% |
| of that, discretionary | 2,271,975,141 2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,271,975,141 2% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 145 11%
of those in investment advisory functions 26 30%
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds