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Adviser Profile

As of Date 12/22/2024
Adviser Type - Large advisory firm
Number of Employees 84 37.70%
of those in investment advisory functions 50 16.28%
Registration Vermont, Terminated, 11/06/2001
Other registrations (1)
AUM* 6,897,915,721 56.28%
of that, discretionary 6,745,056,917 57.76%
Private Fund GAV* 142,185,443 2.99%
Avg Account Size 1,646,674 111.23%
% High Net Worth 19.47% 28.32%
SMA’s Yes
Private Funds 3
Contact Info 212 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
- Other investment advisers
- 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
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

4B 4B 3B 3B 2B 1B 642M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$142,185,443

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Brochure Summary