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Adviser Profile

As of Date 03/17/2025
Adviser Type - Large advisory firm
Number of Employees 11 -8.33%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 05/24/2000
AUM* 378,024,334 12.64%
of that, discretionary 268,205,168 20.70%
Private Fund GAV* 26,500,000
Avg Account Size 263,065 -75.39%
% High Net Worth 29.28% 9.44%
SMA’s Yes
Private Funds 2
Contact Info 203 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

568M 487M 406M 325M 244M 162M 81M
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 Count2 GAV$26,500,000

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Brochure Summary