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Adviser Profile

As of Date 03/20/2025
Adviser Type - Large advisory firm
Number of Employees 14 7.69%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 09/16/1988
AUM* 749,003,366 9.64%
of that, discretionary 749,003,366 9.64%
Private Fund GAV* 159,965,592 -3.86%
Avg Account Size 1,901,024 33.30%
% High Net Worth 21.32% 75.34%
SMA’s Yes
Private Funds 3
Contact Info 781 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
- Insurance companies
- Corporations or other businesses not listed above
- Other

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

951M 815M 679M 544M 408M 272M 136M
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 Count3 GAV$159,965,592

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Brochure Summary