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Adviser Profile

As of Date 12/03/2024
Adviser Type - Large advisory firm
Number of Employees 8 14.29%
of those in investment advisory functions 4
Registration SEC, Approved, 05/15/1986
AUM* 280,068,258 -0.74%
of that, discretionary 280,068,258 -0.74%
Private Fund GAV* 53,568,898
Avg Account Size 1,273,038 15.05%
% High Net Worth 34.55% 19.04%
SMA’s Yes
Private Funds 1
Contact Info 626 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

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
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

340M 292M 243M 194M 146M 97M 49M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$53,568,898

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Brochure Summary