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Adviser Profile

As of Date 02/14/2025
Adviser Type - Large advisory firm
Number of Employees 55 -6.78%
of those in investment advisory functions 42 -2.33%
Registration SEC, Approved, 02/15/1967
AUM* 10,083,906,150 41.03%
of that, discretionary 9,862,212,182 40.35%
Private Fund GAV* 65,798,057 15.34%
Avg Account Size 491,874 31.08%
% High Net Worth 62.20% 0.33%
SMA’s Yes
Private Funds 3
Contact Info 323 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
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- 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

8B 7B 6B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$65,798,057

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