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Adviser Profile

As of Date 04/10/2025
Adviser Type - Large advisory firm
Number of Employees 26 8.33%
of those in investment advisory functions 12
Registration SEC, Approved, 09/28/1987
AUM* 19,682,004,203 -8.15%
of that, discretionary 15,085,412,684 -11.35%
Private Fund GAV* 39,623,625 -67.28%
Avg Account Size 252,333,387 -4.62%
% High Net Worth 1.28% -53.85%
SMA’s Yes
Private Funds 1
Contact Info 203 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Insurance companies
- Corporations or other businesses not listed above
- Other

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

Reported AUM

23B 19B 16B 13B 10B 6B 3B
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$39,623,625

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Brochure Summary