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Adviser Profile

As of Date 03/18/2025
Adviser Type - Large advisory firm
Number of Employees 9 80.00%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 08/10/2001
AUM* 373,288,801 39.79%
of that, discretionary 368,295,034 39.92%
Private Fund GAV* 23,345,066 58.52%
Avg Account Size 984,931 37.21%
% High Net Worth 59.22% -2.62%
SMA’s Yes
Private Funds 2 1
Contact Info 201 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
- Corporations or other businesses not listed above
- Other

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

373M 320M 267M 213M 160M 107M 53M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$23,345,066

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Brochure Summary