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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 14 -12.50%
of those in investment advisory functions 5
Registration SEC, Approved, 01/12/1981
AUM* 2,395,935,000 -18.20%
of that, discretionary 1,638,360,000 -10.43%
Private Fund GAV* 763,846,000 -15.84%
Avg Account Size 399,322,500 -18.20%
SMA’s Yes
Private Funds 4
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

2B 2B 1B 1B 784M 523M 261M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count4 GAV$763,846,000

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Brochure Summary