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Adviser Profile

As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 24 9.09%
of those in investment advisory functions 10
Registration SEC, Approved, 01/06/1994
AUM* 911,286,000 13.94%
of that, discretionary 869,159,000 11.87%
Private Fund GAV* 100,617,000
Avg Account Size 1,274,526 13.14%
% High Net Worth 61.92% -16.97%
SMA’s Yes
Private Funds 1
Contact Info 610 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

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

1B 877M 731M 585M 438M 292M 146M
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 Count1 GAV$100,617,000

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Brochure Summary