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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 38 8.57%
of those in investment advisory functions 26 23.81%
Registration SEC, Approved, 12/01/1983
AUM* 5,217,923,207 35.08%
of that, discretionary 5,116,628,991 38.60%
Private Fund GAV* 172,070,158 9.33%
Avg Account Size 1,658,063 14.13%
% High Net Worth 64.38% 10.49%
SMA’s Yes
Private Funds 5 2
Contact Info 425 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
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

4B 3B 3B 2B 2B 1B 540M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$172,070,158

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Brochure Summary