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Adviser Profile

As of Date 05/21/2024
Adviser Type - Large advisory firm
Number of Employees 11 10.00%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 03/04/1985
AUM* 1,275,914,769 -24.25%
of that, discretionary 1,275,914,769 -24.25%
Private Fund GAV* 60,153,527
Avg Account Size 11,094,911 -25.56%
% High Net Worth 25.61% -29.32%
SMA’s Yes
Private Funds 1
Contact Info 831 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
- State or municipal government entities
- Corporations or other businesses not listed above

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

2B 2B 1B 1B 809M 540M 270M
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 Count1 GAV$60,153,527

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Brochure Summary