Adviser Profile
| As of Date | 07/17/2026 |
| Registration | SEC, Approved, 11/15/2019 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 11,095,609,290 86% |
| of that, discretionary | 11,095,609,290 86% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 853,508,407 86% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
11B
10B
8B
6B
5B
3B
2B
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
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| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser ZIONS CAPITAL ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM830.8m | #Funds- | |
| Adviser BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM22.4m | #Funds- | |
| Adviser BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund58.7m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV58.7m | AUM81.7m | #Funds1 | |
| Adviser AMERISERV WEALTH ADVISORS INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser STEWART CAPITAL ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser SIMS CAPITAL MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM56.4m | #Funds- | |
| Adviser WESPAC ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- | |
| Adviser FNB WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM6.7b | #Funds- | |
| Adviser WHITETAIL ROCK CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund83.6m | Total Private Fund GAV83.6m | AUM3.3b | #Funds4 | |
| Adviser WILMINGTON TRUST INVESTMENT ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM17.8b | #Funds- |