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Adviser Profile

As of Date 04/07/2025
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 137 15.13%
of those in investment advisory functions 83 13.70%
Registration SEC, Approved, 04/11/2000
AUM* 1,807,374,718 -17.26%
of that, discretionary 1,807,374,718 -17.26%
Private Fund GAV* 1,807,374,718 -14.44%
Avg Account Size 602,458,239 -44.84%
% High Net Worth 4.35% -8.70%
SMA’s No
Private Funds 12 10
Contact Info (61 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 2B 1B 956M 637M 319M
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 Count12 GAV$1,807,374,718

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Brochure Summary