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Adviser Profile

As of Date 02/27/2025
Adviser Type - Large advisory firm
Number of Employees 8 14.29%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 03/04/1980
AUM* 1,241,084,228 34.68%
of that, discretionary 1,241,081,431 34.68%
Private Fund GAV* 24,157,600 14.37%
Avg Account Size 3,240,429 28.00%
% High Net Worth 77.40% -1.10%
SMA’s Yes
Private Funds 2
Contact Info 314 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 940M 783M 627M 470M 313M 157M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$24,157,600

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