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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 19 -9.52%
of those in investment advisory functions 8 -11.11%
Registration SEC, Approved, 11/19/1998
AUM* 5,694,821,204 11.87%
of that, discretionary 1,835,168,706 8.61%
Private Fund GAV* 745,590,350 2.87%
Avg Account Size 18,549,906 2.40%
% High Net Worth 68.98% 0.30%
SMA’s Yes
Private Funds 12
Contact Info 610 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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

4B 3B 3B 2B 2B 1B 504M
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$8,714,010
Fund TypePrivate Equity Fund Count8 GAV$653,940,979
Fund TypeReal Estate Fund Count2 GAV$61,181,790
Fund TypeOther Private Fund Count1 GAV$21,753,571

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Brochure Summary