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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 12 20.00%
of those in investment advisory functions 7 16.67%
Registration Missouri, Terminated, 08/01/2019
Other registrations (1)
AUM* 957,522,312 55.86%
of that, discretionary 957,522,312 55.86%
Private Fund GAV* 957,442,034 25.48%
Avg Account Size 191,504,462 87.03%
SMA’s Yes
Private Funds 5 2
Contact Info (80 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

614M 527M 439M 351M 263M 176M 88M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$957,442,034

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Brochure Summary