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Adviser Profile

As of Date 01/31/2025
Adviser Type - Large advisory firm
Number of Employees 210 22.81%
of those in investment advisory functions 45 18.42%
Registration SEC, Approved, 04/15/1983
AUM* 4,083,030,071 26.02%
of that, discretionary 4,083,030,071 26.02%
Private Fund GAV* 886,267,028 -1.30%
Avg Account Size 32,405,001 39.02%
% High Net Worth 11.90% 2.68%
SMA’s Yes
Private Funds 4 1
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- 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

Reported AUM

3B 3B 2B 2B 1B 926M 463M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$886,267,028

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Brochure Summary