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Adviser Profile

As of Date 04/09/2025
Adviser Type - Large advisory firm
Number of Employees 20 42.86%
of those in investment advisory functions 20 233.33%
Registration Indiana, Terminated, 05/15/2018
Other registrations (2)
AUM* 928,442,892 41.27%
of that, discretionary 790,772,061 36.90%
Private Fund GAV* 40,850,000 1546.37%
Avg Account Size 581,367 -3.49%
% High Net Worth 73.97% -2.62%
SMA’s Yes
Private Funds 3 2
Contact Info 317 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

578M 495M 413M 330M 248M 165M 83M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$40,850,000

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Brochure Summary