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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 91 -6.19%
of those in investment advisory functions 44 10.00%
Registration SEC, Approved, 06/08/2001
AUM* 4,526,284,775 11.46%
of that, discretionary 3,739,625,582 28.59%
Private Fund GAV* 18,400,000 30.16%
Avg Account Size 1,837,712 22.45%
% High Net Worth 75.66% -1.96%
SMA’s Yes
Private Funds 1
Contact Info 206 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
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

4B 3B 3B 2B 2B 1B 508M
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$18,400,000

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Brochure Summary