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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 14 7.69%
of those in investment advisory functions 12 9.09%
Registration SEC, Approved, 10/06/1999
AUM* 2,326,489,479 17.59%
of that, discretionary 2,319,195,544 17.60%
Private Fund GAV* 326,155,450
Avg Account Size 3,421,308 16.90%
% High Net Worth 85.34% -1.61%
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$326,155,450

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Brochure Summary