| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Terminated |
| As of Date | 03/28/2019 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 14 55.56% |
| of those in investment advisory functions | 12 100.00% |
| AUM* | 4,776,778,462 10.50% |
| of that, discretionary | 2,871,484,187 20.53% |
| Private Fund GAV* | 0 |
| Avg Account Size | 62,852,348 39.58% |
| % High Net Worth | 38.30% -21.19% |
| SMA’s | Yes |
| Private Funds | 0 43 |
- High net worth individuals
- Pooled investment vehicles
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees