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Adviser Profile

As of Date 08/08/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 1
Registration SEC, Approved, 02/14/1984
AUM* 777,774,075 13.13%
of that, discretionary 746,563,419 25.85%
Private Fund GAV* 23,811,365
Avg Account Size 1,357,372 24.98%
% High Net Worth 5.52% -7.71%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

778M 666M 555M 444M 333M 222M 111M
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$23,811,365

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Brochure Summary