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Adviser Profile

As of Date 03/04/2025
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 2
Registration SEC, Approved, 09/15/1982
AUM* 218,299,193 21.25%
of that, discretionary 218,299,193 21.25%
Private Fund GAV* 80,434,665 15.19%
Avg Account Size 7,527,558 21.25%
% High Net Worth 62.07%
SMA’s Yes
Private Funds 1
Contact Info 409 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

270M 231M 193M 154M 116M 77M 39M
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 Count1 GAV$80,434,665

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