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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 119 20.20%
of those in investment advisory functions 46 17.95%
Registration SEC, Approved, 07/06/2001
AUM* 8,331,600,262 35.54%
of that, discretionary 7,641,217,144 37.18%
Private Fund GAV* 251,030,884 5.60%
Avg Account Size 789,127 16.27%
% High Net Worth 66.39% 4.95%
SMA’s Yes
Private Funds 3
Contact Info 404 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

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

Compensation Arrangments

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

Reported AUM

6B 5B 4B 3B 2B 2B 809M
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 Count3 GAV$251,030,884

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Brochure Summary