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Adviser Profile

As of Date 03/18/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 25 4.17%
of those in investment advisory functions 11
Registration SEC, Approved, 08/13/2001
AUM* 7,133,320,000 6.49%
of that, discretionary 6,546,400,000 3.63%
Private Fund GAV* 487,130,000 29.50%
Avg Account Size 3,226,287 14.35%
% High Net Worth 18.10% 10.41%
SMA’s Yes
Private Funds 2 2
Contact Info 561 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

10B 9B 7B 6B 4B 3B 1B
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$487,130,000

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Brochure Summary