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Adviser Profile

As of Date 08/13/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 4
Registration SEC, Approved, 4/8/1992
AUM* 504,000,000 0.40%
of that, discretionary 504,000,000 0.40%
Private Fund GAV* 120,000,000 3.45%
Avg Account Size 12,600,000 -29.72%
% High Net Worth 44.44% -3.70%
SMA’s Yes
Private Funds 1
Contact Info 612 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

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

Recent News

Reported AUM

Discretionary
Non-discretionary
502M 430M 359M 287M 215M 143M 72M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$120,000,000

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