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Adviser Profile

As of Date 02/03/2025
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 5
Registration SEC, Approved, 03/03/1995
AUM* 1,566,301,370 1.79%
of that, discretionary 1,566,301,370 1.79%
Private Fund GAV* 8,605,389 2.47%
Avg Account Size 11,776,702 69.90%
% High Net Worth 84.96% -8.37%
SMA’s Yes
Private Funds 2
Contact Info 510 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

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

2B 2B 2B 1B 1B 676M 338M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$8,605,389

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Brochure Summary