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Adviser Profile

As of Date 04/30/2024
Adviser Type - Large advisory firm
Number of Employees 95
of those in investment advisory functions 41 5.13%
Registration SEC, Approved, 09/29/2000
AUM* 2,228,633,350 15.00%
of that, discretionary 1,615,185,083 13.67%
Private Fund GAV* 200,000,000
Avg Account Size 880,883 16.68%
% High Net Worth 5.08% 10.98%
SMA’s Yes
Private Funds 1
Contact Info 787 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
- Corporations or other businesses not listed above

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
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 988M 659M 329M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$200,000,000

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Brochure Summary