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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 1 -50.00%
Registration SEC, Approved, 10/18/2019
AUM* 136,721,762 -58.34%
of that, discretionary 136,721,762 -58.34%
Private Fund GAV* 38,181,926 18.40%
Avg Account Size 3,797,827 -51.39%
% High Net Worth 36.11% 13.89%
SMA’s Yes
Private Funds 1
Contact Info 305 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

328M 281M 234M 188M 141M 94M 47M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$38,181,926

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Brochure Summary