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Adviser Profile

As of Date 12/05/2024
Adviser Type - Large advisory firm
Number of Employees 44
of those in investment advisory functions 38 8.57%
Registration SEC, Approved, 12/14/1990
AUM* 3,389,721,779 5.53%
of that, discretionary 151,023,670 -3.46%
Private Fund GAV* 157,612,421
Avg Account Size 14,485,991 16.35%
% High Net Worth 50.00% -36.45%
SMA’s Yes
Private Funds 2
Contact Info 314 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

3B 3B 2B 2B 1B 927M 464M
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 Count2 GAV$157,612,421

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Brochure Summary