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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 6 20.00%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 02/22/2019
AUM* 1,811,688,786 4.58%
of that, discretionary 1,380,955,552 -1.13%
Private Fund GAV* 4,129,359 -9.64%
Avg Account Size 10,293,686 22.40%
% High Net Worth 96.43% -3.57%
SMA’s Yes
Private Funds 1
Contact Info 415 xxxxxxx
Websites

Client Types

- High net worth individuals
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

5B 5B 4B 3B 2B 2B 778M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$4,129,359

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Brochure Summary