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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 20 5.26%
of those in investment advisory functions 9 28.57%
Registration SEC, Approved, 03/18/1985
AUM* 2,451,572,049 -26.31%
of that, discretionary 2,451,572,049 -26.31%
Private Fund GAV* 1,795,734 -39.98%
Avg Account Size 28,842,024 -15.04%
% High Net Worth 48.24% 24.40%
SMA’s Yes
Private Funds 1
Contact Info 781 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

5B 4B 4B 3B 2B 1B 710M
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$1,795,734

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Brochure Summary