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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 2
Registration SEC, Approved, 05/17/1994
AUM* 321,416,000 37.25%
of that, discretionary 285,416,000 66.77%
Private Fund GAV* 1,600,000 6.10%
Avg Account Size 1,046,958 19.82%
% High Net Worth 51.33% 1.65%
SMA’s Yes
Private Funds 1
Contact Info 513 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

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

197M 168M 140M 112M 84M 56M 28M
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$1,600,000

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Brochure Summary