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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 18 5.88%
of those in investment advisory functions 8
Registration SEC, Approved, 01/06/2021
AUM* 1,976,717,422 112.39%
of that, discretionary 1,954,998,298 114.23%
Private Fund GAV* 1,768,242,503 43.54%
Avg Account Size 11,907,936 27.94%
% High Net Worth 69.28% -10.93%
SMA’s No
Private Funds 52 31
Contact Info 305 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

913M 782M 652M 521M 391M 261M 130M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count52 GAV$1,768,242,503

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Brochure Summary