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Adviser Profile

As of Date 02/27/2025
Adviser Type - Large advisory firm
Number of Employees 52 8.33%
of those in investment advisory functions 25 19.05%
Registration SEC, Approved, 05/31/1994
AUM* 7,676,519,110 36.40%
of that, discretionary 7,673,089,032 36.42%
Private Fund GAV* 74,086,775 33.00%
Avg Account Size 1,688,632 28.87%
% High Net Worth 69.78% 452.56%
SMA’s Yes
Private Funds 1
Contact Info 860 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

6B 5B 4B 3B 3B 2B 875M
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$74,086,775

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Brochure Summary