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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 37 12.12%
of those in investment advisory functions 12 -7.69%
Registration SEC, Approved, 06/07/2019
AUM* 553,040,588 9.92%
of that, discretionary 553,040,588 9.92%
Private Fund GAV* 0 -100.00%
Avg Account Size 553,040,588 9.92%
SMA’s No
Private Funds 0
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

503M 431M 359M 287M 216M 144M 72M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary