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Adviser Profile

As of Date 01/15/2025
Adviser Type - Large advisory firm
Number of Employees 96 -1.03%
of those in investment advisory functions 65 62.50%
Registration SEC, Approved, 06/08/2001
AUM* 4,633,920,693 14.11%
of that, discretionary 4,235,203,782 45.63%
Private Fund GAV* 14,136,755
Avg Account Size 1,773,410 18.17%
% High Net Worth 73.53% -4.72%
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
- 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$14,136,755

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Brochure Summary