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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 9 28.57%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 10/26/1998
AUM* 693,021,903 45.22%
of that, discretionary 693,021,903 45.22%
Private Fund GAV* 53,899,257 18.25%
Avg Account Size 1,402,878 17.29%
% High Net Worth 68.63% 8.48%
SMA’s Yes
Private Funds 1
Contact Info 303 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
- Corporations or other businesses not listed above

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

477M 409M 341M 273M 205M 136M 68M
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$53,899,257

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Brochure Summary