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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 4
Registration SEC, Approved, 07/26/1996
AUM* 1,051,145,842 -1.35%
of that, discretionary 1,051,145,842 -1.35%
Private Fund GAV* 87,196,115 27.46%
Avg Account Size 9,061,602 -2.20%
% High Net Worth 67.83% -1.27%
SMA’s Yes
Private Funds 28 13
Contact Info 781 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1B 1B 894M 715M 537M 358M 179M
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$977,487
Fund TypePrivate Equity Fund Count18 GAV$81,718,628
Fund TypeOther Private Fund Count9 GAV$4,500,000

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Brochure Summary