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Adviser Profile

As of Date 09/18/2024
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 6 -25.00%
Registration SEC, Approved, 02/23/2001

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
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

677M 581M 484M 387M 290M 194M 97M
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 Count2 GAV$460,000

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Brochure Summary