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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 12 50.00%
of those in investment advisory functions 8 33.33%
Registration SEC, Approved, 08/09/1991
AUM* 5,717,000,010 21.06%
of that, discretionary 5,717,000,010 21.06%
Private Fund GAV* 0
Avg Account Size 173,242,425 -8.28%
SMA’s Yes
Private Funds 0
Contact Info 410 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

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
- Performance-based fees

Reported AUM

6B 5B 4B 3B 3B 2B 870M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary