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Adviser Profile

As of Date 04/08/2025
Adviser Type - Large advisory firm
Number of Employees 12 -7.69%
of those in investment advisory functions 9 -18.18%
Registration SEC, Approved, 10/06/1999
AUM* 2,603,303,319 31.58%
of that, discretionary 2,594,954,269 31.58%
Private Fund GAV* 359,240,779 10.14%
Avg Account Size 3,561,290 21.68%
% High Net Worth 86.00% -0.85%
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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 2B 2B 1B 1B 737M 368M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$359,240,779

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Brochure Summary